Monthly CRM development · LA63
Give each lead an accountable owner.
Inspect available capacity, prepare the assignments, then accept one batch.
Eligible unassigned leads4
Available active-team slots3
Current allocation revision12
Group: Incoming sales
Six records, four waiting for an owner
Only open, group-owned records enter the assignment plan. Existing ownership and archived records stay visible.
| ID / organisation | State | Current owner | Assignment eligibility |
|---|
Team availability
A limit includes all open records already owned by that agent.
Receiving conditions
- Retain existing ownersU5 already belongs to Agent A.
- Skip unavailable membersAgent B is paused, despite two unused slots.
- Hold excess demandU4 remains with the group when active capacity is full.
Explicit assignment plan
Use the available slots before changing owners
Selected lead IDs are ordered U1–U4. Round robin starts at Agent A, skips paused Agent B and moves to Agent C.
| Select | Lead | Proposed owner | Result |
|---|
Accept the prepared plan
Applying requires a current plan, the Allocation operator role and acknowledgement. One acceptance advances the revision once.
Capacity after the plan
Agent A: limit 3, including U5.
Agent B: limit 2, paused.
Agent C: limit 1, active.
Accepted assignment handoff
A receipt retains the exact ownership changes
Read the batch ID, previous revision, assigned lead IDs, recipients and any capacity hold together.