Sales Configuration

Sales Configuration governs how key sales records get their IDs and how new Leads get routed to the right people automatically — covering Lead Number Ranges, Lead Assignment Rules, and Deal Number Ranges.

Lead Number Ranges

Defines how Lead IDs are generated, whether a lead comes from manual entry, a web form, email, or an import.

What You’ll See

• Header Summary – Total Length, a live Preview, and the number of configured Intervals
• Intervals Grid – Description, Begin/End Number, Current (last assigned), Status, and Type (Automatic or Manual)

Creating a Range

• Description, Range Type, Status, Start Number, End Number, and Total Length are all mandatory
• Optional Prefix/Suffix, plus Reset Rule, Auto Increment, and Alphanumeric Support — all working the same way as other number range configurations in the CRM
• A live preview shows a sample ID as you configure

Editing an Existing Range — Important Restriction

Once a range exists, editing it is more limited than creating one:

• Editable: Start Number, End Number, Total Length
• Locked: Description, Range Type, Status, Prefix, Suffix, Reset Rule, Auto Increment, Alphanumeric Support

This protects the identity of the range and the consistency of IDs already generated from it — only its capacity and length can be adjusted later, never its core structure.

Good to Know

• At least one Active lead range must exist before any lead can be created, from any channel
• If you try to reduce the Total Length below what’s needed for IDs already generated in that range, the save is blocked
• Reaching the End Number exhausts the range — lead creation is blocked until a new or extended range is available

Lead Assignment Rules

Automatically routes new leads to the right team and owner, rather than leaving distribution random or fully manual.

The Two-Level Hierarchy

Every incoming lead is checked in this order:

1. Existing Customer Check (highest priority) — the system checks Email, Phone, and Name against existing Accounts/Customers. If a match is found, the lead goes straight to that account’s owner or team, and the rule engine below is skipped entirely
2. Assignment Rules — only runs if no existing customer match was found

List View

Rules are shown in a grid where every column is a filter condition — Channel, Lead Source, Country, State/Region, Industry, Product, Product Category, Territory, Campaign ID, Interest Level, Business Unit, Team, and Owner. Each cell opens a selector popup bound to the relevant master data, and leaving a condition empty means it matches any value for that field.

Creating a Rule

• Sequence Order – mandatory; determines priority, with lower numbers evaluated first
• Status – Active or Inactive
• Every condition field is optional — leave any of them blank and it becomes a wildcard for that criterion
• Business Unit, Team, and Owner form the result of the rule: choosing a Business Unit filters which Teams are available, and choosing a Team filters which Owners are available — this BU → Team → Owner chain always stays consistent
• Team and Owner are effectively mandatory, since a matching rule needs somewhere to send the lead

How Matching Works

Rules are evaluated in ascending Sequence Order. For each rule, every specified condition must match the lead’s data — empty conditions always match. The first rule where everything matches wins, and evaluation stops there. If no rule matches at all, the lead goes to an Unassigned Queue for manual review by a manager.

Good to Know

• Only Active rules are considered by the engine
• Each rule needs a unique Sequence Order within your tenant
• Every create, edit, activate, and deactivate action on a rule is logged for audit

Deal Number Ranges

Governs Deal ID generation, following the same interval-based model used elsewhere, with a few Deal-specific details worth calling out.

What You’ll See

• Summary Panel – Total Length, Preview, and Intervals count
• Intervals Grid – Description, Begin/End Number, Current (shown in bold blue, since it’s the value that will be assigned next), Status, and Type

Creating a Range

Same structure as other number ranges: Description (mandatory), Range Type (typically Internal/Auto-generated), Status, optional Prefix/Suffix, Start Number, End Number, Total Length, Reset Rule, and the Auto Increment/Alphanumeric Support toggles — all validated live against the Preview as you configure.

Good to Know

• Only one interval can be Active per module at a time. Setting a new range to Active automatically deactivates whatever was Active before it — there’s no need to manually turn off the old one first
• Current is always system-managed and read-only — it increments by one on every successful Deal save and can never be manually set or overridden, even in Edit mode
• Copy duplicates an interval’s configuration, but always creates the copy as Inactive — you have to review and explicitly activate it, preventing an accidental double-active state
• Deleting an interval is restricted once it’s Active or has already generated IDs, to preserve historical traceability
• Editing an existing interval lets you adjust Description, Begin/End Number, and Status — but Current and Type stay locked, since they’re either system-managed or fixed at creation