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Once a Prospect is assigned (Unassigned > Lead Owner) they are automatically removed from the Hopper. However, if a Lead Owner already exists that still means the Prospect is there for the taking and it can be reassigned to another User. Once you've reassigned the Prospect to a new Lead Owner the Prospect will still stay in the Hopper until the "Remove" link is clicked.
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For those over-eager sales people, an option is available to limit the number of Prospects someone can grab from the Hopper. To prevent a user from grabbing too many leads from the Hopper a "Daily Hopper limit (prevent cherry pickers)" option is available. When enabled, you can specify the maximum number of Prospects a user can pull from the Hopper. Each time a user (per user) assigns a Prospect to them self the "cherry-picker" count goes up by one. Note, the count does not go up by 1 if the user assigns the lead to someone else. For example, the admin could enter 5 in the field. If a user assigns 5 leads from the Hopper to them self and tries to assign a 6th lead they will see this prompt in a popup: "Whoa, cherry picking is not allowed! Sorry, but you can only take up to X prospects from the Hopper per day." On the next day, the user could grab another 5 more, and so on...
Hopper Daily Limit
To access this setting do the following:
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This daily limit is enforced from 12AM GMT to 11:59PM GMT. |
Team Permission for Hopper Assignment
Some business are concerned a user will be able to go into the Hopper and assign bad leads to others and cherry pick only the good leads for himself/herself.
Lead Liaison provides a Team Permission called "Assign Hopper Leads to Anyone", which is turned on by default. When switch is turned off the user can only assign leads to himself/herself. Only his/her name will show up in the popup when trying to re-assign a lead.