Set the Primary Collector Day Limit
    • 30 Mar 2023
    • 1 Minute to read
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    Set the Primary Collector Day Limit

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    Article summary


    Setup-Users Profiles, left click a profile

    From the User Profile list:

    • Left click to view a user profile
    • Scroll down to the "Agent Goals Settings" section
    • Specify a specific number of days that an account should stay with the "primary" collector before the account is available to be reassigned to another collector.
      • There is also an option to set a Secondary Collector Day Limit


    OR to set the default, Setup -Users- Preferences

    • There is also an option to set the Secondary Agent Default Day Limit



    Individual user settings will override the default 




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