The Sales Concierge Queues setting allows sales concierges to be assigned automatically when a project is created. When enabled, the system uses round robin assignment based on the queue setup, helping ensure that each new project has an assigned sales concierge.
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: Add the required information, such as Queue Name, 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.
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.