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Allocations

After uploading the excel the allocations are done accordingly adn records get divided into 4 parts-:

  • Unassign.
  • Auto-Assign.
  • Approved.
  • Noservicearea.

Approved-All Listed up records are the approved records which are online and have completed the allocation procedure completely. As the layout feature of the records, all records can be visible in group they belong to. If admin wish to reassign the record to someone then it can be easily done and the re-assign procedure also have ability to keep the records in online approved listing or transfer them to auto-assign from where they have to be approved again. This page features these below functionality-:

  • Filters.
  • Matrix of the records.
  • Re-Assigning records to users if needed.
  • Deleting the records.

Documentation Images

  • Images Filters

    Filters

  • Images Matrix

    Matrix

  • Images Actions

    Actions

  • Images Re-assigning records

    Re-assigning records

We have been using cams for over two years and the software has exceeded all our expectations, we wooked with many other platforms and for ease of using there is no better software on the market then cams.

Dharmendra Singh, Agency Owner
  • Stay Updated

    Getting real-time agency bucket wise resolution status is just a click away.

  • Simple to use

    You can get an operator started in less than four hours including your field force too

  • Limitless Features

    Packed with features. Automate from getting trails to claim paid / Reconciliation.

  • Built to customize

    Easily integrate with IP pbx and call your customers right from CAMS with a click.

  • Forecast & Track Easily

    Forecasting monthly target as per the buckets or portfolio is easy to manage and track.

  • No Excel Skills Needed

    Complete user friendly UI and seriously no excel training needed to your people.

  • Unique Allocation Access

    Security and control features as per user and portfolio levels to ensure proper allocation.

  • Click 2 Dial

    Dial right from the CAMS screen, converting the time lost in manual dials and misdials.

  • Field Live Tracker

    Field collector tracking / allocation & visit feedback from mobile application for faster results.

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