CloudLink Ideas Portal

Alternate way assign/suggest accounts for reps

We are running into a need to have an alternate method to assign or suggest accounts a rep should call on. We have added two reps recently, one a ag sales rep of smaller New Holland tractors and a Technology Rep. Both don't really warrant having "assigned" lists so they have  to use Customer Search and  the Mobile App doesn't work for them. We suggest, building a logic engine which dealers can select several data points which would then "auto assign" accounts which meet the criteria. i.e. Industry Code of X, owned or purchased certain type of machines, etc.

  • Mike Love
  • Jan 23 2019
  • Needs more votes
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