Purpose
This procedure outlines how to identify retention records that have not yet been assigned to a manager and assign them to an agent in Arcum to help distribute the retention workload evenly.
1
Navigate to Retention
- In Arcum, navigate to the Retention section.
- Once new data has been uploaded into Arcum, the merchants must be assigned to agents for follow-up.
2
Filter for Unassigned Merchants
- Before assigning records, check each agent's current workload by filtering Manager to contains the agent's name. This will show the number of records currently assigned to that agent.
- Click the Filter icon.
- From the Column dropdown, select Manager.
- From the Condition dropdown, select Doesn't Exist to display merchants who do not have a manager assigned.
3
Assign a Manager
- Select the checkbox next to each merchant you want to assign.
- Click Assign Manager.
- From the User dropdown, select the agent you want to assign the records to.
- Click Save to complete the assignment.
ⓘNote: Check each agent's current assigned count before assigning additional records. Filtering by Manager contains [agent's name] first helps ensure the workload is distributed evenly.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article