Set the most clients an employee gets per hour and per day
Turn on capacity for the employee and set an hourly limit and a daily limit. When they reach either one, they’re skipped until the period ends.
Lead distribution is a paid Add-on. If you can’t find it in your account, contact support to turn it on.
Before you start · for owners and managersEdit members
- You need: Edit members
Steps
How the period is counted
The hour starts from the first client the employee gets and lasts 60 minutes, then the count starts again. The day starts from the first client and lasts 24 hours. It isn’t the clock hour or midnight.
Example: a limit of 5 per hour, and the first client arrives at 10:20. If the fifth arrives at 10:45, they’re skipped until 11:20.
What counts
Every assignment by automatic, manual or bulk distribution, or by the automation action. An assignment by the fallback doesn’t count. A regular manual assignment from the assignee field doesn’t count.
There’s one count per employee across all rules and scenarios.
If something goes wrong
A real example
A new employee can’t follow up with more than 15 clients a day.
- A daily limit of 15 and an hourly limit of 4.
They get clients at a pace that suits them, and the extra ones go to the others on their own.