Sales accelerator - Work assignment setup per country

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Posted on by Thomas_MP

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?

This could work, if I could add several countries to a single internal user: https://cloudblogs.microsoft.com/dynamics365/it/2021/08/26/route-leads-by-using-assignment-rules-to-dynamically-match-system-user-fields/

Thanks a lot,

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Verified answer

Leah Ju Microsoft Employee on at

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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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Verified answer

Thomas_MP 30 on at

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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 :)

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