See AlsoIf Leads enter CampusNexus CRM from other sources and are not created manually, when they are transferred to Teams, the Leads are assigned to Team members using:
• Weighted Round Robin Logic
• Custom Assignment Logic
Note
Leads will be assigned only if the value of the user's Lead Distribution Status property is set to Active. For more information, see Setting Properties for a User and Excluding a User from Automated Lead Distribution.
Additionally, leads can also be assigned only when the user is logged on to Desktop or Web Client. For more information, see Assign Lead(s) only to User(s) logged on to Talisma Client.
Weighted Round Robin Logic
Steve has configured a Rule for Lead assignment in the Computer Science Team based on the Weighted Round Robin in current team Action. He has made sure that he has given the Edit Lead Permission to all Users of the Team without which a User will not receive Leads.
The configured Rule is as follows:
Event: When a new Lead is Created
Action: Weighted Round Robin in current team
The Computer Science Team has three Users and Leads are assigned to them as shown in the following table:
| User | Daily Minimum Load | Daily Maximum Load | Description of the user |
|---|---|---|---|
| User A | 20 | 50 |
Star Performer
Default Lead Distribution User |
| User B | 10 | 20 | Experienced Team Member |
| User C | 5 | 10 | Experienced Team Member |
Note
It's assumed the Lead Distribution Status property of users A, B and C is set to Active.
If 100 Leads enter the system, they will be assigned as shown in the following table:
| Users | Lead Assignment |
|---|---|
| User A | Gets the first 20 Leads |
| User B | Gets Leads 21 - 30 |
| User C | Gets Leads 31 - 35 |
After the Daily Minimum Load is assigned to all users, leads will continue to be assigned using weighted round robin logic till the count of leads in the Daily Maximum Load is reached. When this happens, user A gets a maximum of 50, B gets 20 and C gets 10 Leads.
Lead assignment happens based on the above logic for up to 80 Leads (50+20+10). The remaining 20 Leads will be assigned to the Default Lead Distribution User of the team, who in this case is User A .
Custom Assignment Logic
Leads can also be assigned to users using custom logic. This enables institutions to automate lead assignment to suit business requirements. Custom logic can be implemented in the Sproc_LeadAssignCustomAssignmentLogic stored procedure with the help of staff from our professional services team.