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Lead Assignment (Doc ID 2554907.1)

Last updated on DECEMBER 22, 2020

Applies to:

Oracle Fusion Sales Cloud Service - Version 11.13.19.01.0 and later
Information in this document applies to any platform.

Goal

On : 11.13.19.01.0 version, Leads, Sales Campaigns

Lead Assignment

We have a requirement of lead assignment: e.g. there are 5 Sales Reps like Rep1, Rep2, Rep3, Rep4, Rep5. Now when leads come then Lead is assigned should be assigned in this fasion:

Lead 1> Rep 1
Lead 2> Rep 2
Lead 3> Rep 3
Lead 4> Rep 4
Lead 5> Rep 5

Now 6th Lead to be assigned to Rep 1 then 7th to Rep 2 and so on.

This is a sort of cyclic lead assignment requirement for distributing work load equally
 

Solution

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In this Document
Goal
Solution
References


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