General Description of the Feature
The reassignment functionality of Multi-Unit Leads and Opportunities was implemented to work similarly to the retail sales module.
The new functionality was implemented in the following lists
- Multi-Unit Sale Leads Reassignment
- Multi-Unit Opportunities Reassignment
- Multi-Unit Sale Leads
- Multi-Unit Sale Opportunities
When the “LeadTeamFiltering” Module is enabled the lists will fetch only the Multi-Unit lead that belongs to the:
- The Branch teammates
- Or the Company teammates if the user has been assigned BC11145.
Multi-Unit Process Pages
In the multi-unit process page, a new activities tab was implemented. If the multi-unit lead/opportunity does not belong to the logged-in user.
The User have the following view :
In the case that the user has been assigned the BC12307 business case it will be able to also have the “Assign to Self” button and reassign the Multi-Unit Lead/Opportunity.
If the lead is not assigned to the team member accessing the Lead/Opportunity ,activity tab is blocked from executing Workflow steps
The user will also have all the Multi-Unit Lead/Opportunity reassignments available in the sidebar in the Agenda view.
Reassignment Lists
The Users list on the right of reassignment pages will fetch:
The Branch teammates
1.Multi-unit Leads Reassignment: ~/WholesalesOpportunity/WHLeadReassignment
2.Multi-unit Opportunities Reassignment: ~/WholesalesOpportunity/WHOppReassignment
Or the Branch teammates from all the Company if the user has the BC11145
1.Multi-unit Leads Reassignment page: ~WholesalesOpportunity/WHLeadReassignment
2.Multi-unit Opportunities reassignment page: ~/WholesalesOpportunity/WHOppReassignment
Reassignment procedure
The user picks an item from the checkbox in the left side of the Lead/Opportunity and then a sales person from the "Users from reassign" on the right side of the page
When the user clicks a name from the list a pop up appears where he can write a message and click reassign button.
After pressing reassign a new pop-up window appears and the user clicks yes in order to proceed with the reassignment
The User that a Multi-Unit Lead/Opportunity is reassigned to him will also receive a notification, this can be seen in the bell icon. The new Lead/Opportunity appears on the top of the grid list.
When the user clicks the link in the notification is redirected to the assigned Lead/Opportunity
Please refer to the general Dacia process documentation: B.5.4 DACIA
Business Benefit
The reassignment functionality can now be used in Multi-Unit Leads and Opportunities
Configuration
Business Cases
| BC ID | BC Description |
|---|---|
| 12307 | Assign to Self Opp/Lead Functionality |
| 11145 | Enable Cross Branch Function Related To Teams |
| 1532 | Reassignment Multi Unit Lead |
| 1533 | Reassignment Multi Unit Opportunity |
Additional Information
Th following Entity dimensions should be changed to C (Company) if the "Cross Branch Function Related To Teams" should be enabled via the respective BC.
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