Distribution list of Target List

💬 General Discussion
1

Hi,

I have been searching for about a week on the solution how to achieve an objective where

  1. Manager will import a huge amount of target.
  2. This target will be assigned to a telesales team.
  3. Each telesales agent will be able to create a log call activity from the target and the selection of the target should be by system. E.g. when sales agent A is performing a call on target A, sales agent B will not be able to call Target A. Sales agent will only be able to create call log activity, convert target to lead, create a follow up call.

My thinking is to create a page where there is a next button. Each record viewing of the target will update to the system that the sale agent is following up on the target and should not be able to be selected by other agent.

May i know if there is any other way of achieving this?

Any feedback or advise here is very much appreciated.

Joh

2

Hi Joh,

using Security Groups, which is a built in feature in SuiteCRM you can

  • Create groups Admin -> Security Suite Group Management
  • Mass assign imported targets to groups
  • Create users and assign users to groups
  • Create Roles
  • Assign Groups to Roles
  • Configure restrictions for the roles concerning allowed module actions
  • Assign Roles to Users

This should implement the requested privilege limitations

By opening the Listview of Targets an agent should then see his/her assigned targets.

The Agent can

  • click on the pencil of the first entry and open the first target in EditView.
  • make changes in the description field
  • click on “Save and Continue” to move on to the next assigned target

OR

  • click on the first target to open it in Detailview
  • click “Log Call” in the Activities subpanel to log conversations
  • then click on the next-arrow on the top of the screen to move on to the next assigned target.
3

Hi @Jan Siero,

Thank you for your quite response on this. The problem is that i have more than 10K records and do i need to manually assign the records to the agent for calling as i have about 10 tele sales agent.

Your humble opinion is needed here. I saw there is a round robin approach but in Suite it meant for cases only. Please correct me if i am wrong.

regards,
Joh