I’m currently in the process of implementing a number of different assignment algorithms for a SalesLead <–> SalesPerson situation. The general idea is quite simple:
-
A
SalesLeadsigns up on a public website -
The code automatically assigns the
SalesLeadto aSalesPersonusing round-robin scheduling (Leads are assigned toSalesPersonsin the same order)
I’m having some serious coders-block in how to actually perform this outside of making sure I pull the agents from the database in the same order each time, and using another table to store the last agent that was assigned a SalesLead (which may actually be useful for building a report, or at least having a trace-back method later on). Am I way off base?
Clarification: The code doesn’t currently match a sales person to a lead. This is a completely new function. Currently they can sign up for a specific SalesPerson, but we’d like them to be able to be assigned automatically.
Pretty simple really: when a SalesPerson is created, give them a LastActivityDate. When they are assigned a SalesLead, update that date to the current date. Give a SalesLead, as it comes in, to a SalesPerson with the least recent activity date.
Can be done easily in SQL or code.