My company wants to start automatically assigning lead ownership in a Round Robin order, i.e. Employee 1, Employee 2, Employee 3, then back to 1 and continuing the cycle.
I know I can set an assignment map with Rules for each employee or workgroup, but I want to make it as fair as possible and evenly distribute leads to our Reps.
Is there a way to do this automatically without having a rule for each different employee?
Best answer by bwhite49
I have had success with auto-assigning salespersons to sales orders through business events. It works OK.
I created a GI that displays the last date/time a salesperson was assigned to sales order. I then added an attribute/UDF to the employee screen to hold that date/time. This list is filtered where the attribute date <> the last sales order date, so that it only updates when the date changes.
From there, I created a 2nd GI to identify the oldest sale order that does not have a salesperson assigned. I linked this to the employee attribute and identified which salesperson had the oldest date/time.
An import scenario then updates the sales order using the 2nd GI. This process works OK as long as the order creation is spread 1-2 minutes apart.
There is also a checkbox on the employee screen that allows the end-users to choose who is included in the assignment process.
It does use a few ERP transactions, but it’s not too bad.
+2You could use workgroups instead of employees. then assign each employee to the work group.
You could use workgroups instead of employees. then assign each employee to the work group.
I did try that this morning, and while using the Assign Leads Process does assign the workgroup, it was not assigning an owner from the workgroup in Round Robin order, only letting you pick an owner from at workgroup manually.
My team is just looking to automate the process.
Hey
Hey
I did not. I’ve been assigning them manually, unfortunately.
Hey
I did not. I’ve been assigning them manually, unfortunately.
+10I have had success with auto-assigning salespersons to sales orders through business events. It works OK.
I created a GI that displays the last date/time a salesperson was assigned to sales order. I then added an attribute/UDF to the employee screen to hold that date/time. This list is filtered where the attribute date <> the last sales order date, so that it only updates when the date changes.
From there, I created a 2nd GI to identify the oldest sale order that does not have a salesperson assigned. I linked this to the employee attribute and identified which salesperson had the oldest date/time.
An import scenario then updates the sales order using the 2nd GI. This process works OK as long as the order creation is spread 1-2 minutes apart.
There is also a checkbox on the employee screen that allows the end-users to choose who is included in the assignment process.
It does use a few ERP transactions, but it’s not too bad.
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