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Connectors

In the Connectors section, you can set up and edit data related to your connectors and views within them, create and delete a connector.

To view basic information on your connectors, click Connectors -> Edit Connectors

This will open the Connectors List window displaying details for each connector: the type of the connected CRM system, name, status, available views, and actions you can take. 

Active views are marked with a green dot, and disabled views are marked with a yellow dot.

To edit a connector, click Edit in the Actions column, and in the window that appears, modify the fields as described below and click Save. 

Field

Description

Connector type

The field is non-editable. It shows which CRM system is integrated to Lead Routing. 

Name 

Enter the name of your connector. It will be displayed in the graph and views on the dashboard.

Realtime refresh interval

Specify per which interval you want the real-time information on the dashboard updated. By default, it is set to one minute.

Action Period (Hours)

Specify the length of the period (usually, shift duration) for which lead assignment is calculated.

Duplicate Lead Handling

Select how the system should deal with duplicate leads:

Ignore – The lead that already exists in the system will not be processed again.

Keep – If the lead already exists in the system, it will be processed as many times as it is imported and treated as a new lead. 

Default Assign Leads Algorithm

Select the algorithm in which leads are assigned to groups of agents within this connector.

Is connector Active?

Select/deselect the check box to switch on/off the connector activity.

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