Home > CRM, Javista, Microsoft, Microsoft Dynamics, Workflow > Lead Assignment, Territory Management and follow-up

Lead Assignment, Territory Management and follow-up

The Microsoft CRM workflow functionality provides very flexible tools to model automated process.  A prime example of automated process is assigning a Lead to a particular Sales Representative based on certain criteria.  In this post I will provide an overview that demonstrates how to assign the lead, set the Territory, notify the sales rep of the lead assignment and then begin a follow-up process.  For this example I have made the following modifications:

1. Create a State/Province picklist populated with US states for Lead, Account and Contact entities.
State/Province picklist

2. Modified the Lead, Account and Contact forms to replace the “out-of-the-box” State/Province fields with the custom picklists.  As a bonus I added phone number auto-formatting to all the phone fields for these entities as well.
Lead form with picklist

3 Create a N:1 relationship between Lead and Territory.
Lead - N:1 RelationshipTerritory to Lead Relationship

3. Map Territory from Lead to Account and from Lead to Contact.
Territory Mapping RelationshipTerritory Mapping

4. Create a workflow that:

  • Checks for the selected state and assigns to a specified user
  • Updates the removed “out-of-the-box” State/Province field based on the value selected in the new State/Province picklist (minimizes customization where the app relies on the original field)
  • Sends an email notification of the new Lead assignment to the user
  • Executes a Trade Show Follow-up workflow process
    • Sends an email template to the Trade Show Lead
    • Schedules a Task for the CRM user to call the Lead
    • Schedule a Meeting for the CRM user to discuss the Potential Opportunity

Lead Assignment Workflow

I have posted the Customizations from this post for you to download and use in your CRM deployment.  In order to test this functionality I have posted my Lead import file.

Enjoy!

Eric Boocock

Advertisements
  1. No comments yet.
  1. No trackbacks yet.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: