How to Evenly Distribute Leads to Salesreps Using Territory Management

(Doc ID 2313033.1)

Last updated on SEPTEMBER 30, 2017

Applies to:

Oracle TeleSales - Version 11.5.10.0 and later
Information in this document applies to any platform.

Goal

On : 11.5.10.0 version, Lead

Questions on Lead Assignment

We have one territory with all of our sales reps assigned in the territory. The territory has the qualifiers for "Lead Product Category" (which has many values) and then we have all the resources listed in this territory.

We noticed some users users are not getting leads assigned and some users are getting high number of leads assigned.

Below is a summary of the leads that were assigned to the sales team over a period of 3 months and you can clearly see the unequal distribution of leads.

Staff Name Month Grand Total
May 2017 Jun 2017 Jul 2017
User1 21 81 39 141
User2 24 58 14 96
User3 16 87 30 133
User4 26 99 49 174
User5 17 38 4 59
User6 24 65 89
Grand Total 178 550 183 912

Management would like the leads to be assigned equally to all the sales representatives irrespective of the current queue that the sales representative may have.

How can we ensure that the leads are distributed evenly amongst all of the sales reps that are in the same territory?
 

Solution

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