Managers: targets, response times and desk settings
Managers: see everyone's desk, how fast people respond, set weekly targets and choose the desk settings.
Before you start
- You are an owner, admin or manager who can see all data.
How it works
CompanyFlowHQ1Sets weekly targets and Desk settings
2Callers see a target ring that fills up
3Hand-offs, check-ins and call-backs are timed
4Response times and alerts when something is late
How it works, step by step
- Manager → CompanyFlowHQ: Sets weekly targets and Desk settings
- CompanyFlowHQ → Callers and consultants: Callers see a target ring that fills up
- Callers and consultants → CompanyFlowHQ: Hand-offs, check-ins and call-backs are timed
- CompanyFlowHQ → Manager: Response times and alerts when something is late
The steps at a glance
1In the menu on the left, tap Consultation desk. On a phone, tap the ☰ menu button at the top first.
2Tap Everyone. You see every consultation, Who's available today and Team performance.
Tap Consultant or Caller and pick a name to see the desk as that person.
3Look at Response times: how fast hand-offs are seen, check-ins on time and call-backs done.
4In Team performance, tap a caller's target. Type Bookings a week and Calls a week. Tap Save.
6Tick the Required hand-off details. Set Escalation minutes. Tick the reminders and leaderboard you want. Tap Save.
Escalation: if an urgent hand-off isn't seen in time, managers get an alert.
✅ How do I know it worked?
- You see Desk settings saved. Callers see their target ring on their own desk.
⚠️ Common mistakes
ProblemYou don't see Everyone.FixOnly owners, admins and managers who can see all data have it.
ProblemCallers feel the leaderboard is unfair.FixTurn off Show the leaderboard to callers. They still see their own numbers.
