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

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.

Criteria

From lead (field PSTMIN)

Lead end range.

To lead (field PSTMAX)

Lead start range.

Assignments

Only process unassigned leads (field SANSAFFEC)

Used to assign the leads without any entered representative code only.

Retain sales rep (field KEEPREP)

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.

Error messages

The only error messages are the generic ones.

Tables used

SEEREFERTTO Refer to documentation Implementation