Short answer
Reaching a maximum doesn't remove a lead. It rests and becomes callable again when its next day, week or month starts. Meeting a minimum only ends its priority boost: the lead can still be called up to the maximum in normal queue order. Only max attempts (the lifetime limit) finishes a lead.
Minimums and maximums sound like opposites, but they do different jobs. A minimum changes a lead's order. A maximum changes whether it's callable right now.
What each state means
| State | What happens |
|---|---|
| Below a minimum | The lead is *owed* calls and is dialed ahead of leads that aren't owed any. |
| Minimum met, below maximum | Normal queue order. It can still be called. |
| At a maximum | Not callable. It rests until the period that's full ends. |
| Out of max attempts | Finished in this campaign (unless list recycling brings it back). |
The cap in practice
Say a campaign has *max 2 a day, max 5 a week*:
- Monday: 2 calls, so the daily cap is hit. Callable again Tuesday.
- Tuesday: 2 calls, 4 for the week.
- Wednesday: 1 call, 5 for the week. The weekly cap is hit, so it rests until next Monday.
- Next Monday, in the lead's time zone, it's callable again.
The lead never left the campaign. It just waited.
Minimums can't push past a maximum
If a lead is owed a weekly minimum but has already hit today's maximum, the maximum wins and the lead waits until tomorrow. That's why saving checks that your minimums are reachable under your maximums.
Interaction with other limits
- Max attempts (lifetime) ends the lead, unlike a maximum. Set it to cover every period you want worked.
- Step cadences decide the dials per step. A daily maximum still caps a busy step.
- Callbacks skip the campaign's frequency maximums. When a lead asks to be called at 3pm, that call happens even if the lead hit today's cap. DNC and do-not-disturb still apply.
- Calling hours, holidays and DNC always apply on top.
Seeing capped leads
Analytics → Call frequency has an At maximum column per campaign: leads that had the most calls allowed today, this week or this month, and are resting until the next period.