Run the Lead Assignment Process

Here's how you assign leads using the rules you set up. For implementations similar to the Vision Corp. use case, you may need to run the assignment process multiple times. Vision Corp. runs it the first time to assign the imported leads to the inside sales representatives for lead qualification. The second time, the process assigns the qualified leads to field sales for conversion to opportunities. Assignment is not automatic, so you must run the process at regular intervals, perhaps once every hour.

1. Open the task Manage Lead Processing Activities from the Setup and Maintenance work area:

   • Offering: Sales

   • Functional Area: Leads

   • Task: Manage Lead Processing Activities

2. On the Lead Processing Activities page, click Create Lead Processing Activity.

3. To assign the leads you imported to inside sales for qualification, enter these parameters:

   UI Region	Field	Entry
   Activity Details	Process Type	Assignment
   Lead Selection	Status	Unqualified
   Lead Selection	Assignment Status	Unassigned
   Schedule	Schedule Mode	Immediate

4. Click Submit.

5. Now create and submit a second activity to assign the leads to field sales after the leads are qualified. Enter these parameters:

   UI Region	Field	Entry
   Activity Details	Process Type	Assignment
   Lead Selection	Status	Qualified
   Schedule	Schedule Mode	Assignment is not automatic. You must run this activity on a repeating schedule to make sure that the leads are transferred to field sales as soon as they are qualified by inside sales. To run the activity regularly, select Repeats, enter a frequency (1 hour, for example), a start date, and an end date far into the future. You must enter both a start date and an end date for the process to run.

6. You can monitor the processes on the Manage Lead Processing Activities page. This page lists all of your processing activities.