Quota Management App

an administrative governance tool that allows administrators and supervisors to define specific lead limits for campaigns once the defined quota is reached, the system automatically blocks further lead uploads for that campaign starting from version 4 13, supervisor users also have access to the quota management app, enabling them to view and manage quotas for the campaigns they are assigned to use campaign limits to control lead volume automatically what is this app? the quota management app is a system control utility designed for administrators it introduces a logic layer to the lead management process by allowing admins to define a maximum "quota limit" for any specific campaign if a user attempts to upload leads that exceed this limit, the system throws an error and prevents the upload why use this app? managing lead volumes manually can be prone to errors, resulting in overloaded campaigns or violations of client contracts this app solves over provisioning prevents users from uploading more leads than a campaign requires or is allocated automated gatekeeping instead of manually checking current lead counts before every upload, the system enforces the limit automatically data hygiene keeps campaign databases within manageable sizes to ensure optimal performance impact & key benefits for admins simplifies database management by preventing data dumps that exceed operational capacity for operations ensures campaigns stay within their specific targets or contracted limits without manual oversight for business prevents wasted resources on excess leads that cannot be dialed prerequisites before installing, please ensure you meet the following requirements docid 9neb8hyrrdfsyqzbz7ngg the ameyo app installer must be installed and configured first, as this app runs on that framework user role it administrator access is required for installation and configuration supervisor should be assigned to the campaign in which the lead is assigned to perform any operation on that lead summary the quota management app acts as an automated gatekeeper for your campaign databases by allowing administrators to set hard limits on lead quantities, it ensures that new leads are not uploaded once a campaign's capacity has been reached, maintaining data hygiene and operational limits installation and setup download the app from the link given above (file format aaex) upload the app in the ameyo admin panel follow the steps given below log in as an administrator navigate to app manager (app configuration in system tab) upload the aaex file downloaded from the link given above wait for upload completion and then configure the slot mapping as follows role admin, slot/location top bar full page usage instructions access the app navigate to the system configuration menu and open the quota management widget select campaign choose the campaign you wish to restrict set limit define the numerical limit (quota) for leads in that campaign enforcement once this limit is set, if a user attempts to upload a lead list that pushes the total count beyond the defined quota, the system will reject the new leads support and troubleshooting validate slot mappings match your ameyo version and roles check user privileges and role assignments for app access for issues with real time data or display, check service status and review logs contact ameyo support with detailed error descriptions if problem version history version enhancement release notes 4 13 supervisor role gains access to quota management docid\ ov9zp0cqhlxuljk1yj7ul