When you are out of the office, ClientBAY requires you to make three key changes to ensure you don't miss notifications, and that leads are handled appropriately.
Follow the steps below to manage your system notifications, lead routing status, and lead assignment preferences.
To prevent receiving general alerts and lead notifications while you are away, you must set your primary Out of Office preference.
Select the My Account button in the upper right-hand corner of ClientBAY, and then select Profile.
Select the Preferences tab along the top of the window.
Under the Notifications section, locate the "Out of Office" dropdown menu.
To stop notifications: Select Yes. The system will consider you Out of Office, and you will not receive any system notifications, including alerts regarding new leads.
To resume notifications: To be considered "In Office" and start receiving notifications again, ensure No is selected, and then press Save in the upper right-hand corner.
To ensure you are not automatically assigned new leads by the system, you must adjust your Lead Routing status.
Select the My Account button in the upper right-hand corner of ClientBAY.
In the section titled Lead Routing, select whether you are In Office or Out of Office.
If you select Out of Office, you will be immediately taken out of the Lead Routing process until you manually indicate that you are In Office.
If you want your incoming leads to be automatically delegated to a specific colleague while you are gone, use the Lead Assignment preference.
Select the My Account button, and then select Profile.
Select the Preferences tab.
Scroll down to the section titled Lead Assignment.
Select the agent or team member from the dropdown list who you want to receive your leads while you are out.
Press Save in the upper right-hand corner.
To start receiving your leads again, simply return to this section and select yourself from the dropdown menu, and then press Save.