R37308 Lead - Assign Sales Person

Code	R37308
Entity	Crm.Presales.Leads Entity
Name	AssignSalesPerson
Attribute	AssignedToSalesPerson
Layer	Back-End
Events	Commit
Priority	Late
Modify	YES
Action	When the Identified Company is a Customer of the Lead's Enterprise Company and the Assigned To Sales Person field is empty, the rule checks if among the Sales Person Assignment Rules there is a rule which meets the following conditions: - Is Active is true - From Date is empty or <= TODAY - To Date is empty or >= TODAY - Enterprise Company is equal to Lead’s Enterprise Company - Customer Type is empty or equal to the Customer Type of the identified Customer - Sales Area is empty or equal to the Area of the identified Customer If more than one rule meets the conditions -> the one with the highest priority is selected. If there is more than one rule within the same highest priority –> the one with the highest Rule № is selected. The Sales Person of the selected Sales Person Assignment Rule is set in the Assign To Sales Person field.
Description	When there is no sales person assigned to the lead, the rule facilitates this assignment. It assigns the sales person who is determined via a Sales Person Assignment Rule to be responsible for this lead according to the type and sales area of the identified customer and the enterprise company for which the lead is recorded.
Message	-
Version	Introduced: v.25
Revocable	YES

* For more information about the Business Rules Documentation Template and a short explanation of each column, see topic System Business Rules.