Managing the Priority Queue

Available in Version 1.12 and up

Things to keep in mind

  • The Priority Queue is only available for round robin, load balance, and territory routers.
  • Territory routers include a separate priority queue for each territory.
  • The Reimbursement feature automatically adds users to the priority queue based on conditions you specify.
  • Adding a user to the Priority Queue sets them up to receive the next assignment. It’s important to note this won’t impact their position in the standard Assignment Queue–meaning any records they receive from the Priority Queue are records they would not have received otherwise.

    Here are a few common use cases for when you might use the Priority Queue:

    • A sales rep is assigned a garbage lead (e.g. spam, test record, etc.) and requests to be compensated with an additional lead.
    • A sales rep is assigned a lead that another sales rep was already working and requests to be compensated with an additional lead.
    • A mistake with weights, scheduling, or other settings resulted in a sales rep missing out on leads for a period of time.

    When a router assigns a record, the priority queue is first evaluated. If it contains at least one member, the top member receives the assignment–but only if the member has a status of “Ready”, otherwise they will be skipped. 

    To create a priority recipient:

    1. Navigate to a Kubaru Router.
    2. Scroll down to the Priority Queue and click the Manage Priority Queue button.
    3. You will see a list of the router’s members. Select one and click the Add To Queue button
    4. Repeat the above steps as needed.
    5. Click the Finish button.

    When viewing the Priority Queue on a router, you will see the following info:

    • Recipient: The member specified.
    • Source: The source of the entry into the priority queue. Values include Added Manually, Reimbursement (Rejected), and Reimbursement (Reassigned).
    • Date Added: The date/time the member was added.
    • Priority: The order in which recipients will receive the next N assignments, where N is the number of recipients in the queue.
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