Migrating Data Agent-Wise in Calley Teams

In Calley Teams, the Migrate Data Agent-Wise feature allows admins to shift data from one agent to another efficiently. This is especially useful when you need to reassign leads, feedback, or entire lists from one agent to another for various reasons, such as workload distribution or team changes.

There are four different methods available for migrating data from one agent to another, depending on your specific needs. These methods ensure flexibility in managing the sales pipeline and help optimize team performance.

Table of Contents

Migrating Data Agent-Wise in Calley Teams
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Methods for Migrating Data Agent-Wise

1. All Data - Shifting All Data from One Agent to Another

This method allows you to transfer all data (leads, calls, and feedback) from one agent to another. It’s useful when you need to completely reassign an agent's entire workload.

Navigate to the Teams section and select Agents.

You can see the Agent data before shifting the Data.

In the agent list, you’ll find action buttons next to each agent. Click on the Shift Data button for the agent whose data you want to migrate.

Select the Required Details,

Select the To Choose Transfer Type as Select All Data.

Choose Transfer Type as Select All Data.

Click Save Changes.

Click on OK. All data from the selected agent will be transferred to the chosen agent.

To check the all date shifted or not Click on List icon.

You can see all records shifted to selected agent. No data associated to this agent.

2. List Wise - Shifting List-Wise Data from One Agent to Another

This method allows you to move specific sets of leads from one agent to another based on their associated lists. It’s ideal when only particular lists need to be reassigned.

Go to Teams and Click on Agents Navigate to the Teams section and select Agents.

In the agent list, click the Shift Data button for the agent whose list data you want to migrate.

Select the Required Details,

Select the To Agent (the agent who will receive the data).

Choose Transfer Type as Select List.

Choose the List you want to shift

Click Save Changes.

Click on OK. The selected list’s data will be transferred to the chosen agent.

To check the all date shifted or not Click on List icon.

You can see selected List shifted to selected agent. That List not associated to this agent

3. All Data According to Feedback - Shifting All Feedback-Wise Data from One Agent to Another

This method allows you to transfer leads based on specific feedback types (e.g., "Interested", "Follow-Up"). It helps to reassign high-priority or targeted leads for specialized handling.

Navigate to the Teams section and select Agents.

In the agent list, click the Shift Data button for the agent whose feedback-wise data you want to migrate.

Select the Required Details,

Select the To Agent (the agent who will receive the data).

Choose Transfer Type as Select All Data According to Feedback.

Choose the Feedback Type (e.g., "Interested", "Follow-Up").

Click Save Changes.

Click on OK and All leads with the selected feedback will be transferred to the chosen agent.

To check the all date shifted or not Click on List icon.

You can see the All leads with the selected feedback will be transferred to the chosen agent.

4. List According to Feedback - Shifting Particular List Data of a Particular Feedback

This method allows you to move only the leads from a specific list that have a certain feedback type. This is useful when you want to focus on particular groups of leads for reassignment.

Navigate to the Teams section and select Agents.

In the agent list, click the Shift Data button for the agent whose list data you want to migrate.

Select the Required Details,

Click on OK and The selected list of leads with the specified feedback will be transferred to the chosen agent.

To check the all date shifted or not Click on List icon.

You can see the selected list of leads with the specified feedback will be transferred to the chosen agent.

How It’s Useful for Your Business

Scenarios Where Data Migration Is Essential

1. Reassigning Workload for Team Restructuring:

Easily redistribute leads between agents when team changes occur (e.g., leave or role changes), ensuring no leads are neglected.

2. Preparing for Agent Deletion:

Before deleting an agent, all their data must be shifted to another agent. This ensures no data loss and prevents disruptions in the pipeline.

3. Optimizing Lead Handling During High-Volume Periods:

During busy times, quickly migrate leads based on feedback to ensure high-priority leads are handled by experienced agents, improving conversion rates.

4. Handling Specialization Needs:

Transfer leads based on feedback to assign them to agents with specific expertise, ensuring that the right agent handles each lead.

Key Features of Data Migration Agent-Wise

Flexible Data Transfer: Choose from four methods to migrate data based on specific needs such as feedback types, lists, or entire agent data.

Efficient Workload Distribution: Helps distribute leads efficiently, ensuring that no agent is overburdened and that important leads are handled by the right team members.

Optimized Sales Pipeline: Keeps the sales pipeline organized by ensuring that leads are continuously handled by the most qualified agent, improving overall conversion chances.

Time-Saving: Eliminates the need for manual reassignments, allowing admins to shift data swiftly and without error, improving team responsiveness.

The Migrate Data Agent-Wise feature in Calley Teams is a vital tool for businesses that need flexibility and efficiency in managing their sales teams and pipeline. Whether you need to redistribute data across agents due to vacations, team restructuring, or specialization requirements, this feature ensures that the process is smooth, effective, and hassle-free.

By making sure that high-potential leads are assigned to the right agents, and that no data is lost during transitions, businesses can maintain momentum and optimize sales efforts.

For additional assistance, feel free to reach out to the Calley support team!

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