11.1 Team Assignment - Basic functionality

Team Assignment is a feature that allows the user to assign a Sales Lead ,a Purchase Lead or a Complaint to a team instead of assigning it to the current logged in user.

• Once the user has selected the preferred Team (this field is required) then system automatically assigns the created entities to the Sales Lead Handler, the Purchase Lead Handler and Complaint Default Assignee accordingly
• You will have to define a Sales Lead Handler ,a Purchase Lead Handler and a Complaint Default Assignee to all the relevant Teams. 
• If there is a handler that is not defined then the entity will be assigned to the currently logged in user and will be marked as "Progress Started"

Team assignment - Sales Lead 

• The newly created entities are not shown on the original entity lists but on the 3 new "To Pickup" lists
1. Leads to be picked up: ~/SalesOpportunity/ToPickupLeadsGridList
2. Opportunities to be picked up: ~/Opportunities/ToPickupOpportunitiesList
3. Purchase Leads to be picked up: ~/VehiclePurchase/ToPickupList
4. Complaint to be picked up: ~/ComplaintManagement/ToPickupList

Reassign to another Team

Assign to Self 

• The entity pages (Sales Process page ,Purchase process page,Complaint process page) will have a button called "Assign to self" if the entity the user is viewing has not started Progress.
• Once the user press the "Assign to self" button

1. The entity is assigned to the currently logged in user
2. The entity is marked as "Progress Started"
3. The entity disappears from the "To Pickup" list and is now presented on the base list