Allocate leads
In addition to lead sectors, the allocation function of leads is used to select lead ranges before launching the allocation mass process.
Screen management
A single screen is used to restrict a lead population.
Entry screen
Presentation
In addition to the allocation criteria of lead sectors, the user can limit the concerned leads via the mass allocation process.
- It is possible to enter a lead start and end range.
- It is also possible to specify exceptions, such as only process the leads without representatives, or do not overwrite representatives that already have leads.
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Fields
The following fields are present on this tab :
Criteria
| Lead end range. |
| Lead start range. |
Assignments
| Used to assign the leads without any entered representative code only. |
| This parameter is used to specify whether the user wishes not to process the leads that already have a representative. So, the representative's code to be found on a lead record will not be overwritten once the mass allocation process has been launched. |
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