The Sales Concierge Queues setting automatically assigns a sales concierge when a project is created. The system uses round-robin assignment based on the configured queue. Queues can also be mapped to specific sales offices, helping assign projects to users connected to the appropriate office.
Follow the steps below to set up Sales Concierge Queues.
Step 1: Go to “Settings.”
Step 2: Select “Sales Concierge Queues.”
Step 3: Click the “Edit” button.
Step 4: Toggle on “Enable Sales Concierge Round Robin.”
Step 5: Click “Add Queue.”
Step 6: Enter the “Queue Name,” select the appropriate “Type,” then choose the required “Sub Type” and users.
Note: If you select “Day/Night” as the Type, the Sub Type field is required. Select either Day or Night from the dropdown.
Note: If you select “Geolocation” as the Type, you must either enter the ZIP codes manually or upload a CSV file.
Note: If you select “Sales Offices” as the Type, choose the office you want to map from the “Sub Type” dropdown. Projects connected to that office will be assigned to users in the queue through round-robin distribution.
Step 7: Click “Save.”
Step 8: Click “Update” to save changes.
Note: When this setting is enabled, the assigned sales concierge will appear in the Owner and Team Info tab of the project details page. Users with edit permission can manually change the assigned sales concierge from the project page.