vicidial.org

Is it possible for an agent to take ownership of an account where a couple scenarios exist;

1) they have a sale and the client calls back in and takes the call while the primary agent is unavailable. another agent cant change the status and/or change ownership

or

2) they have a prospect call in and another agent cant change the status and/or change ownership of lead or sale.

Since Vicidial requires the agent to disposition a call after disconnecting the call , this would change the last disposition of a lead from a sale in turn affecting the end of the day reporting of the 'Sales Export Report' and a particular agent not getting credit for a particular sale.

Is there a disposition that can be used that would not affect the sale status and the sales reporting.

Hello,
We had same situation before, and we ended up by creating a new disposition named: sales follow up.