Supervisor Views

Supervisor can allot leads to agents and faculty's

To whom should supervisor allot leads?

Scope of agents - all new leads are allotted to agents, agents has to validate and qualify

Scope of faculty's - all qualified leads has to be allotted to faculty's

Login dashboard
On Home page select Supervisor console, below views to refer

Click on the Supervisor, below view will come

Steps to filter leads for agent allocation:

Select All Leads > Filter by date and select respective type of lead (By Region | Source | Stage | Course) for agent allocation
- Note: All leads includes both Allotted and Unallotted leads
After filtering leads, select an agent to allot leads, refer below views

Actions on this page:

Select All Leads/Unallotted Leads
Select date range
Select by Region
Select by Source
Select by Stage
Select by Course
Check for lead count

Select Unallotted Leads > Filter by date and select respective type of lead for agent allocation
Note: All leads includes both Allotted and Unallotted leads
After filtering leads, select an agent to allot leads, refer below views
Source wise leads for Agent Allocation
Select source > Select Agent > Allot

Actions on this page:

Select All Leads/Unallotted Leads
Select date range
Select by Region
Select by Source
Select by Stage
Select by Course
Check for lead count

Select Agent List. Below view will come

Agent Filter
Agent list with lead history on pie chart view
Agent profile modification

Here you can select date wise and leads are showing in Standard, Archived, RNR, Concluded, Support, Qualify, Next AY 5, Unattended, duplicate, cold color wise.

Click on the edit option below view will come

Here Agent details are available. Agent can edit details.