@extends('layouts.app') @section('title', 'CRM settings') @section('heading', 'CRM settings') @section('content')
Response deadlines only count time inside these hours, so an enquiry at 9pm is not late at 9:15pm.
How long a new lead may wait for a first reply. The most specific target applies (branch and source, then branch, then source, then the default). Walk-ins and phone calls taken by staff have no deadline.
| Applies to | First reply within | Tell manager after | Actions |
|---|---|---|---|
| {{ $p->branch?->name ?? 'All branches' }} ยท {{ $p->source ? (config('crm.sources')[$p->source] ?? $p->source) : 'any source' }} | {{ $p->first_response_minutes }} business min | +{{ $p->escalate_after_minutes }} min |
A new lead goes to the first matching rule, lowest priority number first. If no rule gives anyone, the salesperson with the fewest open leads gets it. If nobody is available, managers are told.
| Priority | Rule | When | Then | Actions |
|---|---|---|---|---|
| {{ $r->priority }} | {{ $r->name }} | {{ $r->branch?->name ?? 'Any branch' }}, {{ $r->match_source ? (config('crm.sources')[$r->match_source] ?? $r->match_source) : 'any source' }}{{ $r->match_payment_intent ? ', paying by '.(config('crm.payment_intents')[$r->match_payment_intent] ?? '') : '' }} | {{ ['round_robin' => 'Take turns', 'least_open' => 'Fewest open leads', 'specific' => 'Give to '.($r->assignUser?->name ?? 'someone')][$r->strategy] }} |
Take someone out while they are on leave or in training. Their existing leads stay with them.