Lead Assignment & Territories

Getting Leads to the Right Salesperson

There are three ways new leads reach a salesperson: manual assignment, assignment rules, and self-service pickup.

Manual Assignment

Open the lead → set Salesperson and Sales Team directly. Fine for low volume or when a manager wants to hand-pick every assignment.

Assignment Rules (Automatic)

Go to CRM > Configuration > Sales Teams → open a team → Assignment Rules tab.

• Domain – A filter deciding which leads this team is eligible for (e.g. country = "Pakistan", or a specific UTM source).
• Assignment Method – Balanced (round-robin so everyone gets an equal count) or Manual.
• Per member, a Capacity can be set (e.g. max 20 open opportunities) so the round-robin skips people who are already overloaded.
• The Lead Assignment scheduled action runs this logic periodically (Settings → Technical → Scheduled Actions).

Territory-Style Domains

Quickenerp doesn't have a separate "Territory" model — territories are implemented as assignment-rule domains, typically on Country, State, or a custom Tag field. Common patterns:

• One team per country/region, domain filters on country_id.
• One team per product line, domain filters on a lead Tag set during lead capture (e.g. from a product-specific landing page).
• One team per language, domain filters on the contact's lang.

Self-Service Pickup

If a team has no assigned salesperson set as default, unassigned leads sit in a shared "My Pipeline" filtered-out pool visible to the whole team; any member can open one and click Assign to Me. Useful for smaller teams that prefer first-come-first-served over strict rules.