You can prioritize and manage teams from the team listing pages
Team Listing pages allow you to see all of the teams you have configured in Distributely, control team prioritization, and navigate to individual teams by type to view and edit rules and routing. There are Team Listings for each Team Type in Distributely.
To access Team Listing pages:
- From the left-hand navigation, select Teams
- Click on the VIEW button of the Team Type you want to manage
Team Prioritization
Team prioritization allows you to select the order that records will be evaluated against teams and their respective rules. The order of priority goes from left to right and down the page. To change the priority of teams:
- Hover over a Team under your list of ACTIVE TEAMS
- Click, hold, and drag the team into the appropriate order of priority
- Release the click
When a record meets the conditions of a given team’s rules, it will be distributed to an agent of that team based on the team’s routing rules.
Team Management
- Click on the View/Edit button on a team card to navigate to the Team Detail page where you can view or edit the Team Rules and Routing Rules of a particular team