Distribution Assignment Process view

The Assignment Process view gives you a visualization of how records can flow through your Teams and Distributors and the sources they may come from.

You can reach the assignment process view by clicking it's tab from the Distribuiton Teams list. You'll find the source source (queues / users / field values) on the left hand side and the teams and distributors on the right hand side.

The assignment process view is interactive and the following actions can be performed:

  • Filter by active / inactive teams
  • Filter to show the process for a single object (e.g. Lead / Case)
  • Click or hover over a source to see which distributors it connects with
  • Click a team name to see the team level filters and the team members
  • Click a distributor filter icon to view the filter criteria
  • Click a distributor method icon to view the method (e.g. round robin, weighting enabled)
  • Click the member icon to view the team member filters and capping
  • Click the post assignment icon to view the field updates
  • Open a team or distributor from the Open link in the panels.

 

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Distribution Teams Introduction

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