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
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.
Field descriptions
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
Refer to documentation Implementation