Business Use Cases (User Assignment)
1.1 Case 1: Exhibition Leads
Source = Hyderabad Expo
→ Assign to Hyderabad Sales Head
1.2 Case 2: City-Based Assignment
City = Surat
→ Assign to HQ team
City = Jaipur
→ Assign to Jaipur Branch
1.3 Case 3: Digital Marketing Leads
Source = Google Form
→ Round Robin between 5 telecallers
Why This Is Important (User Assignment)
2.1 Without Assignment Rules
- Leads stay unassigned
- Follow-up delay
- Manual confusion
- Owner dependency
2.2 With Assignment Rules
- Auto distribution
- Zero lead leakage
- Faster follow-up
- Branch-wise clarity
Common Mistakes (User Assignment)
- Creating overlapping rules
- Not checking rule priority
- Forgetting to turn ON rule
- Assigning both user & role incorrectly
Best Practice for Textile (User Assignment)
- Use source-based routing
- Use location-based assignment
- Use Round Robin for marketing leads
- Keep rules simple
- Review rules monthly
Final Checklist (User Assignment Rules)
- Rule name created
- Source selected
- Location rule defined
- User/Role assigned
- Rule turned ON
How System Works (Logic Flow)
1.1 Part 5: Logic Flow
When a new lead is created:
System checks Branch Assignment Rules
If condition matches → Assign Branch
If no rule matches → Assign to HQ
After branch assigned → User Assignment Rule runs
So flow is:
Lead Created
→ Branch Assigned
→ User Assigned
Why Branch Assignment Is Important
2.1 Without Branch Routing
- All leads go to HQ
- Manual transfer needed
- Delay in response
- Confusion between branches
2.2 With Automation
- Faster follow-up
- Clear branch responsibility
- No internal conflict
- Clean reporting
Important Note
3.1 Difference Between Branch Assignment and User Assignment
Branch Assignment Rule controls:
Where the lead lives
User Assignment Rule controls:
Who handles the lead
Both work together.
Common Mistakes (Branch Assignment)
- Not defining default logic
- Overlapping city conditions
- Not testing rules
- Forgetting to save
Final Checklist (Branch Assignment Rule)
- Branch selected
- Source condition defined
- Location rule added
- Rule saved
- Test lead created
Advanced Business Strategy
6.1 Combined Automation Strategy
You can combine:
- Branch Assignment
- User Assignment
- Round Robin
To create a fully automated sales routing system.
Example:
Lead from Jaipur
→ Jaipur Branch
→ Round Robin between 3 Jaipur sales executives
Fully automated.
