Multiselect Lead Allocation

The Allocation module now supports multi-select Lead allocation, which makes it easy for the user to bulk assign leads to the agent.
The behaviour of the Schedule tab varies across single-select & multi-select.

In single select mode:

  • Leads that have a specified date/time or no date/time can be moved around and resized in the Calendar view. These schedule & duration changes are persisted and the Lead is assigned on Agent calendar as per changes made on the Calendar

In multi-select mode:

  • Leads that have no date/time or have a past date/time will be hidden and user cannot put them on the calendar
  • Leads that have a future date/time will be put on the calendar and user will not be able to change the duration or adjust the schedule