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lead_assignment [2019/04/10 21:11] brittany [Before Getting Started] |
lead_assignment [2019/04/10 21:11] brittany [Before Getting Started] |
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As agents ourselves, we are able to deal with most of these leads, but cannot get to houses in the Sarasota region easily, so we want to always assign these leads to Mark and Cletus, who live in the area. Because Cletus is a bit unreliable, we'll give him a lower weight than the other agent in the area, Sarah. If we assign Cletus a weight of 1 and Sarah a weight of 5, Sarah will receive five times the number of leads that Cletus will. | As agents ourselves, we are able to deal with most of these leads, but cannot get to houses in the Sarasota region easily, so we want to always assign these leads to Mark and Cletus, who live in the area. Because Cletus is a bit unreliable, we'll give him a lower weight than the other agent in the area, Sarah. If we assign Cletus a weight of 1 and Sarah a weight of 5, Sarah will receive five times the number of leads that Cletus will. | ||
+ | We also want to assign leads from Pinellas county. We can select both regions (Pinellas and Sarasota) for Sarah. She will now be a part of both round robins. | ||
{{::weightedgrr1.png?700|}} | {{::weightedgrr1.png?700|}} |