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.
   
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.
   
3. Create a N:1 relationship between Lead and Territory.
   
4. Map Territory from Lead to Account and from Lead to Contact.
   
5. 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

  

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

Comments

• Anonymous
  February 02, 2009
  PingBack from http://www.anith.com/?p=4729

• Anonymous
  February 02, 2009
  The Microsoft CRM workflow functionality provides very flexible tools to model automated process. A prime