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Sales accelerator - Work assignment setup per country

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Posted on by 30
Hello,
 
I'm struggling with setting up properly the work assignment for sales accelerator.
 
I want my main segment to run this way;
- Contact form is X
- Contact Form Reason is X
 
Then, I want to assign leads based on the info they gave on the /country/ field, to specific sales people.
 
The problem is that I have 160 countries to map to only 9 salespersons.
 
I was forced to split my segments in 2, as there is a condition limit of 10 for segments, and assignment rules. That means that whatever is in segment 2 (priority 2), is not considered.
 
Do you have a magic trick to handle such a setup? 
 
 
Thanks a lot,
  • Verified answer
    Thomas_MP Profile Picture
    Thomas_MP 30 on at
    Sales accelerator - Work assignment setup per country
    Hi Leah,
     
    Thank you for your answer, it lead me on the right track.
     
    What I did was use "Seller attributes" based on a country pick list, then assigned the countries to the different sellers.
     
    In the assignment rules, all I had to do was to point out that I want to assign leads based on the country attributes, with, of course, having the same field in my forms.
     
    Now, it works :)
  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Sales accelerator - Work assignment setup per country
    Hi Partner,
    The dynamic matching mentioned in the link you provided does work.
    So the key is that you need to have a field in the User table to store the country.
    You mentioned that need add several countries to a single internal user, you can try to use multi-select choices column:
    https://learn.microsoft.com/en-us/power-apps/maker/data-platform/custom-picklists
    I hope you can mark my answer verified if it answer your question! If you have any questions, please feel free to contact me.
    Regards,
    Leah

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