Example of Running Lead Batch Assignment in Diagnostic Mode

You can run your batch assignment in diagnostic mode to view the details of the assignment processing in an output log. This topic provides an example of running lead batch assignment in diagnostic mode.

Running Batch Assignment

A sales representative of a company has to follow up on a lead but the lead hasn't yet been assigned to his territory. He has requested you, the sales administrator, to investigate the details of territory assignment. You can provide these details by running lead batch assignment in diagnostic mode.

1. Go to Navigator, and then select the Lead Qualification menu item.

2. Select Lead Processing Activities on the Tasks pane.

3. On the Lead Processing Activity page, click the Create Lead Processing Activity button.

4. On the Create Lead Processing Activity page:

   1. Select Assignment from the Process Type list.

   2. Enable diagnostic mode by checking the Diagnostic Mode check box.

   3. Search and select a lead. Note down the lead number value to use in a later step.

   4. Select Immediate from the Schedule list.

   5. Click Submit.

5. On the Confirmation dialog box, click OK.

   Two process are submitted, one for lead territory assignment and the other for lead rule-based (or resource) assignment. Note down the identifier of the territory or resource assignment processes you're interested in.

6. Click the Refresh icon until the process has completed successfully or with an error.

7. Select the appropriate territory or rule-based assignment process, and then click the Output log icon in the View Log column to view details.

Open the log file in another browser window or tab.

Note: The log file format is designed to be viewed in a browser application. If the log file is opened in another application, such as Notepad, the format may not be optimal and the file may be difficult to read.

View the log file for details of the assignment processing for the selected lead. You can use the lead number recorded earlier to search in the log file. Review the file for details of the assignment processing.