In this video, we explain how the sales lineup system works, where salespeople take turns assisting customers based on a queue. We demonstrate how to add oneself to the lineup, the notification process, and managing lineup positions.
Managing Salesperson Lineup in Gatekeeper System
Key Steps:
To add yourself to the lineup:
Click the camera icon at the top of the screen.
Click "check-in" to indicate your availability.
Understanding the lineup rotation:
The salesperson up next will assist the next customer.
The next salesperson in the queue becomes the up next after each customer interaction.
Notification and availability:
Salespeople are notified of their turn via text or email.
Salespeople with a status of "busy" are skipped as they are unavailable.
Managing lineup position:
Pausing in the lineup stops receiving customer assignments but maintains queue position.
Use the slider to physically move a salesperson up or down in the lineup.
Adding a new user to the lineup:
Go to Gatekeeper settings in the menu.
Select the location and click on "plus user."
Choose the user from the drop-down menu and update.
Configure notification settings by entering a phone number or email and updating.
Checking out of the lineup:
Click the camera icon at the top of the screen.
Click "check out" to indicate that you are no longer available.
Cautionary Notes:
Ensure to update your availability status promptly to avoid missing customer assignments.
Do not skip salespeople in the lineup rotation unless necessary to maintain fairness.
Tips for Efficiency:
Regularly check your notifications to stay informed of your turn in the lineup.
Communicate any unavailability or need for a break to avoid disruptions in customer service.