Sales operations / inbound allocation
Routing overview
Check ownership, eligible capacity and held records before distributing the next enquiry.
Received records5Unique intake identities
Assigned2Owner confirmed
Ready to route1One eligible recipient
Held for review2Match or coverage exception
Recipient capacity
NoorMU · On shift
1 / 4 active assignments · 25% loadLeonMU · Capacity full
2 / 2 active assignments · 100% loadGraceMU · Off shift
0 / 3 active assignments · 0% loadPolicy evaluation order
- Preserve an existing account owner
Hold a conflicting or ambiguous match. - Check territory and availability
Exclude off-shift and full recipients. - Compare normalized active load
Active assignments ÷ agreed capacity. - Confirm a single assignment identity
Retry delivery without redistributing.
Operational exceptions
LD-103 · Pine enquiry
Two candidate accounts; reviewer decision required
HeldTwo candidate accounts; reviewer decision required
LD-105 · Delta Systems
US territory; no configured eligible recipient
Coverage holdUS territory; no configured eligible recipient
Evaluate a record against the same capacity snapshot used for assignment.
Inbound records
| Record / company | Territory | Status | Owner |
|---|---|---|---|
| LD-101Harbor Tools | MU | assigned | Leon |
| LD-102Coral Retail | MU | assigned | Noor |
| LD-103Pine enquiry | MU | held | — |
| LD-104Lumen Supplies | MU | ready | — |
| LD-105Delta Systems | US | held | — |
Lumen Supplies
- Account match
- No existing owner
- Territory
- Mauritius
- Policy edition
- MU-03
- Intake key
- WEB-104
Recipient checks
| Noor | 1 / 4 | Eligible |
| Leon | 2 / 2 | Full |
| Grace | 0 / 3 | Off shift |
Noor is eligible at 1 / 4 active assignments.
Assignment audit
| Identity | Record | Decision | Delivery state |
|---|---|---|---|
| AS-101 | LD-101 | Existing account owner · Leon | Acknowledged |
| AS-102 | LD-102 | Capacity allocation · Noor | Acknowledged |
Resolve account identity before assigning an enquiry to an existing owner.
Account match holdLD-103
Pine enquiry: two possible accounts
- Inbound company
- Pine
- Territory
- Mauritius
- Source
- Partner referral
- Review owner
- Account reviewer
The company name alone does not identify the intended account. Keep the record held until the reviewer confirms the source reference.
Candidate account records
| Account | Owner | Capacity |
|---|---|---|
| Pine LtdAC-210 | Noor | 1 / 4 active |
| Pine NorthAC-211 | Leon | 2 / 2 · full |
Review acceptance checks
- Confirmed account ID is recorded.
- Only the account reviewer can resolve a match.
- Owner capacity is checked again at confirmation.
- The hold ends only after assignment succeeds.
A full account owner creates a capacity hold. It does not silently transfer ownership.