Phone Bid Scheduler Overview
Managing a handful of phone bids is simple鈥攂ut when you're running dozens or even hundreds, a structured system is essential. Auction Flex鈥檚 Phone Bid Scheduler automates and optimizes the assignment of phone bidders to staff members, while taking into account:
鈴憋笍 Time needed between calls
馃懃 Keeping the same operator with the same bidder
鈿栵笍 Evenly distributing workload across your phone bank
Getting Started
Open Customer Check-In for your auction.
Go to Advanced > Create Phone Bid Schedule.
Step 1: Previously Created Schedules
If a schedule already exists and you only want to view or manually adjust it, do not create a new one.
Instead, click View Previously Created Schedules.
鈿狅笍 Important:
Each phone bidder must have one unique bid card #.
If a bidder's card # changes, regenerate the schedule.
One inventory # cannot map to multiple lots.
Step 2: Add Phone Bank Employees
Enter each phone bank employee鈥檚:
Employee Code (must be unique; used as a column header)
Default Priority:
2= Regular assignment1= Overflow only0= Not auto-assigned路 The Default Priority can range from 9 (highest) to 0 (not auto-assigned). At this step you will typically use 2 for a regular employee, 1 for an overflow only employee, and 0 for employees that will not be auto-assigned to the schedule. Only in rare circumstances will you use anything higher than 2.
You can override these settings for specific employee-customer pairings in later steps.
Step 3: Choose Customer Display Format
Select how you'd like customer names to be shown (e.g., Company + Last Name + First Name).
Step 4: Assign Priority to Callbacks
Set priority values for employee-customer pairings (from 0 to 9):
9= Highest priority (e.g., language-specific needs)2= Default priority (no special consideration)1= Overflow staff0= Do not assign (e.g., language barrier)
馃幆 The fewer special priority assignments you make, the more optimized your schedule will be.
Step 5: Call Spacing & Optimization Weighting
Define the minimum number of lots between calls assigned to the same employee.
Adjust Optimization Weighting to focus the schedule around your priorities.
Step 6: Set Schedule Processing Time
Longer processing time (within reason) allows the scheduler to create a more optimized result.
Step 7: Review and Modify the Schedule
Maximize the screen for best usability (ideal resolution: 1024x768+).
Unassigned bids appear on the left.
Select a row to jump to the matching lot.
Assign bids by entering the bidder # in the appropriate cell.
Use Refresh Un-assigned Phone Bids to update the list after manual changes.
Step 8: Print Phone Bid Schedules
To print reports:
Go to Phone Bid (Reports-Export).
Select your desired report:
Schedule overview
Call packets for each operator (who to call, which lots, and contact details)
