General Description of the Feature
This feature deals with the enhancement during the process of a Lead, Opportunity, Purchase Lead or Complaint Case. Specifically when a user from the call center create a lead via a call with a client then it is necessary the new lead to be assigned to a sales person.
So when a user from the call center creates a lead he/she can reassign the lead to a specific Branch - Location - Team via Actions Tab
Then a sales person from this specific Branch - Location - Team can assign to self this lead from the unassigned leads grid list by clicking in the link of the lead
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Business Benefit
This new feature helps all the users from all departments to manage better a Lead, Opportunity, Purchase Lead or Complaint Case
Configuration
Business Cases:
- 1851 - Enable team reassignment process after Lead / Opportunity creation
- 1852 - Enable team reassignment process after Purchase Lead creation
- 1853 - Enable team reassignment process after Complaint Case creation
BC 1851
In the regular Reassignment "Reassign Leads/Opportunities to Sales Persons List" >> When the user has the 1851 Business Case can reassign the lead/opportunity to a sales person that is on another branch.
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