By using the Assign Wizard button, the user can assign leads and clients to the sales and customer service representatives of the organization. This tool was designed for the marketing and sales managers that responsible for assigning the clients and the leads to the organization representatives. By using this wizard, the user can easily assign the leads between the organization sales and customer service representatives.
The Assign wizard button is available in the main Clients window, after displaying the searching results.
Create the Assigning Table
In order to create the assign wizard, search for the required leads to assign. The user may use the search wizard in order to create and use required filters. After displaying the search results, press thebutton.
The chosen clients / leads will be presented in the "Assign Wizard" table. The user can choose and delete any of this table records.
Please note - Deleting record from this table will not delete the Client / Lead.
All of the leads in this table can be assigned by the representatives fields: Defaults Sales Agent, Default Relationship Manager, Spare Agent fields, that were defined in the client card.
There are two option to assign the leads:
- Manual assigning
- Automatic assigning
|Client Type||Reset Fields||Reset fields after checking: Reset Client Status Anyway|
Please note - The system will not reset the fields of the "Relationship" tab.
The user can manually assign each lead by choosing a representative from the list in the required representative field. Alternatively, it can be done for multiple leads by pressing thebutton. In the "Replace Field Values On Selected Rows" window, choose the required field to modify and its new value (new representative). The user can choose multiple leads by using the Shift button or by dragging the mouse after clicking on one of the records.
After modifying the representatives press thebuttons.
Press thebutton to open the following window:
This window allows to automatically assign the leads by following the next steps:
- At the top of this window, there are 3 fields to define the required representatives for the assigning: Field Name, Agency, Hyper Authorization. Press the . The chosen representatives will be added to the agents table. Representatives can also be added by adding rows to this table (using Ctrl+Enter) and choosing the representative from the "Select Users Dialog". Delete rows by using the right button of the mouse and choosing "Delete Selected Rows" or use the button to delete all off the rows.
- When creating the list of agents, the system will automatically update the "Assignment Percent" field. The value of this field can be modified by the user as long as the total sum is 100%.
- Clear All Agent Names - by checking this check box, the previous representatives details will be cleared. Uncheck this check box in order to keep the existing representatives of the leads.
- After defining the required representatives for any lead, click the button. The assign wizard will display a table with the clients and the assigned representatives. In order to approve the new assigning, click the button. The new assigned representatives will be updated in the client card.