WEBVTT

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After reviewing the Calling list, continue to Call assignments.

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Check the working days, participants, capacity and contacts added.

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Choose Run Allocation.

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Propool assigns the calls across the people and dates.

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In this example, Maya and Ravi each receive one call per day.

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Check the matrix and the Assigned total: ten calls.

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Continue to Review.

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Check the plan details and resolve any blockers or warnings before publishing.

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Choose Publish plan and read the confirmation.

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Publishing locks the dates, participants, calling lists and allocation.

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Acknowledge that the setup will be locked, then choose Publish Plan.

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Check the Published status.

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Your team can now work from the Today queue.