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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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