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:
- App Manager (App Installer Configuration)App Manager (App Installer Configuration): 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.
