Managing a Reach Structure
The Reach feature allows parent companies to manage lead distribution across a hierarchy of child companies. From the Reach tab, you can view and control the structure, enable or disable reach, and quickly navigate to user management pages. Viewing the Company Hierarchy From the Reach tab, you’ll see a list of all companies within your […]
Audit Log
The Audit Log provides full transparency into how our lead routing system makes decisions. It shows you exactly which agents were considered, which rules applied, and how the final scores were calculated. This helps you understand why a specific agent received (or didn’t receive) a lead. How It Works When a lead enters the system, […]