FOR CLOSERS AND ADMINS
Assigning Work
Give accounts to people, split them evenly, or put them in the Worked Pile.
Assigning Accounts
- Dashboard → Assign work.
- Show the accounts you want: click a person, the Worked Pile or a package on the left, or use the Show Accounts buttons (Unassigned, by package, status, or a file number or name).
- Pick To one person or Split between people.
- 1. Which accounts: the ones you checked, the first number shown, or all of them.
- 2. Who gets them: a person, Nobody (unassign), or Worked Pile.
- Click the Assign button and confirm.
Good to Know
- Packages shows how much unworked New Biz is still available to hand out in each one.
- Split between people deals the accounts out in turn, so everyone gets a fair mix.
- Paid and closed accounts are hidden unless you tick Include paid and closed.
- Moving an account doesn’t move payment credit.
The Worked Pile
The Worked Pile is for dead accounts you’ve finished with. They’re kept for reports and for selling later, but they never show up in anyone’s calling list. Giving an account to a person takes it back out of the pile.
Next: Import/Export ›Still stuck? Email help@traceforge.solutions.