Manual Routing
Using the Use Plauti Assign field
Plauti Assign's “Use Plauti Assign” field is always present behind the scenes for all Objects that are set to be processed by PA. The “Use Plauti Assign” field determines whether a record needs to...
Rejecting Bad Leads, Cases or Other Records
Let's face it, it'll happen sooner or later. Sales reps always feel hard done by when they are assigned a round robin lead and they get a dud. In reality, over time it evens out as the dud...
Award Bonus Records
The regular assignment rotation is great but sometimes you want to award one of the reps some bonus records as a one-off. Maybe they had a good month and you want to give them a few more. This...
Manually Changing Record Owner
Of course there will be situations when you are looking at a record and you just want to change the ownership to someone else. This is fine to do, although if your record is in QUEUED status,...