Add Biz rule filter ignore if sales person is NOT assigned
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Tony Klarakis
Currently only there is only a filter to ignore if a sales is assigned but want one where if there is not a sales assigned to assign that biz rule.
Reason would be if we have sales managers, closers, F&I managers, team leads, etc, getting tasks for Proposal or Engaged customers where a salesperson isn’t assigned due to it being in the BDC, this would cause them to get tasks for all leads and not just those that are in sales’ hands which are the ones they should be focusing on.
Created by Zach Angus
Shelby Parker
Hey Tony Klarakis, thanks for your feedback! Following up on this:
- What specific criteria should trigger the assignment of the biz rule when a salesperson is not assigned?
- Are there any exceptions or specific scenarios where this rule should not be applied?
- How should the system prioritize tasks when multiple roles (e.g., sales managers, closers) are involved?
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Tony Klarakis
Shelby Parker hey Shelby - currently I have tasks setup in Engaged and Proposal pipes where a sales manager/team lead + closer look over an entity to guide the salesperson after a select amount of time. The issue is where there isn't a salesperson assigned, those managers are still receiving a task but the entity is still with the BDC where the BDMs are involved and not the Sales Managers. By adding the "Ignore If No Salesperson Is Assigned" rule, the incorrect individuals workplans won't be cluttered with tasks that don't belong to them.