System and methods of managing assignments
View Patent ↗Disclosed are systems and methods of making assignments, particularly of sales leads. The assignments are considered either committed or uncommitted responsive to an effective date associated with one or more assignment rule used to make the assignments. Uncommitted assignments may be used to review the effects of changes in assignment rules. Examples are provided including the use of uncommitted assignments to review the effects of changes in a hierarchical territory structure.
1. A method of managing assignment of a sales lead, the method comprising:
selecting a territory tree including a first sales lead;
selecting a new effective date for the first sales lead of the territory tree;
assigning the first sales lead using an assignment rule to make a first assignment to an assignee, the first assignment being committed to the assignee and based on the new effective date of the sales lead;
modifying the assignment rule such that the assignment rule pertains to a different effective date of the sales lead; and
assigning, using at least one processor operatively coupled with a memory, sales leads responsive to the modified assignment rule, the assignments being uncommitted until the new effective date.
2. The method of claim 1 , further comprising:
reviewing the assignments before the effective date.
3. The method of claim 2 , wherein reviewing the assignments includes comparing the assignments with other assignments made before modifying the territory tree.
4. The method of claim 1 , wherein the effective date for the territory tree is selected by associating the effective date with a sales lead assignment rule used for assigning the sales leads.
5. The method of claim 4 , wherein the territory tree is modified through an administrator interface configured to review the assigned sales leads responsive to the modified territory tree.
6. The method of claim 5 , wherein the administrator interface is further configured to manually modify one of the sales lead assignments.
7. The method of claim 5 , wherein the administrator interface is further configured to define a sales territory with an effective date in the future.
8. The method of claim 5 , wherein the administrator interface is further configured to manually load balance the sales lead assignments.
9. The method of claim 5 , wherein the administrator interface is further configured to define assignment criteria responsive to external data.
10. The method of claim 5 , wherein the administrator interface is further configured to reorganize sales territories and to preview the lead assignments based on the reorganized sales territories.
11. A computer readable tangible storage media including computer code indicative of computing instructions for causing one or more processors to perform operations, the computer code comprising:
selecting a territory tree including a first sales lead;
selecting a new effective date for the first sales lead of the territory tree;
assigning the first sales lead using an assignment rule to make a first assignment to an assignee, the first assignment being committed to the assignee and based on the new effective date of the sales lead;
modifying the assignment rule such that the assignment rule pertains to a different effective date of the sales lead; and
assigning, using at least one processor operatively coupled with a memory, sales leads responsive to the modified assignment rule, the assignments being uncommitted until the new effective date.
12. A system for managing assignment of a sales lead, the system comprising:
a storage medium; and
a processor in communication with the storage medium having sets of instructions stored thereon which, when executed by the processor, causes the processor to:
select a territory tree including a first sales lead;
select a new effective date for the first sales lead of the territory tree;
assign the first sales lead using an assignment rule to make a first assignment to an assignee, the first assignment being committed to the assignee and based on the new effective date of the sales lead;
modify the assignment rule such that the assignment rule pertains to a different effective date of the sales lead; and
assign sales leads responsive to the modified assignment rule, the assignments being uncommitted until the new effective date.