FMS4 Leads / Allocation Support FAQ

Could be several reasons:

1. Simply because there are not many leads for the services provided by FSE

2. Leads are going to other FSEs because of Allocation logic

   1. Work availability

   2. Services provided

   3. Star Rating and suspensions

   4. # of leads received for that day already

3. Check Allocation report for full details

https://app.frontapp.com/open/cnv_bdoi32h

The Franchisor and Call centre can check the Allocation report to see why a particular lead as allocated to the FSE. For a successful allocation, the FSE must have set the services to be provided in one of his territory/zones/area and that he has the availability set in his work needed page on Jim’s online.

• If it is an unserviced lead, the Franchises either:

  • was in suspended status at the time of allocation -OR-

  • did not provide the service for the address in his territory/zones/area with the correct availability set in his work needed page on Jim’s online -OR-

  • has reached the maximum number of leads set in is work needed page -OR-

  • has red note against said customer to not be allocated to him

• If it was a lead that was allocated to another FSE, check allocation report

• Check Allocation report, it is determined by a set of logic defined by Jim.

• Check Allocation report, no FSE available at the time of Allocation

• Check Allocation report, sometimes there are other reasons why a FSE is not considered for allocation.