Setting Caps on Sales Reps

This article will help you understand how to set caps on sales reps.

Capping is a feature in PowerRouter that aims to reduce and regulate the number of leads that need to be assigned to a user in the lead assignment.

Why is it used?

Salespeople can be overwhelmed with the number of leads they are assigned to and the quality of follow-ups may deteriorate if there are a lot of leads to deal with at the same time.

To handle this you can limit the number of leads that are assigned on a daily, or weekly and this can be done only through Capping.

Individual user capping

Here, the capping logic is set only to individual users. That is, if only a single user wants to limit the number of leads that need to be assigned, then this particular feature is used.

To explore capping in the UI, follow these steps:

• Go to the People's page from the main panel and click on Users section. 

• Now click on the check box that is just beside the Enable Cap option on the right-most side of the Users page, individual capping is enabled for the corresponding users.
  
  

• For instance, if a user Adam is selected from the below image to set individual capping. We can notice that we have set the capping number to one. This means that only one lead should be assigned and not beyond that. 

• We can increase and decrease the capping level by clicking on the '+' and '-' buttons. Click on Save.

Global user capping

If we want to perform Capping on a whole, and not on individual user based, then we use this Global User Capping. Here, all the users in the team will have the same amount of leads for the assignment.

To explore 'Global Capping’ in the UI, follow these steps:

• Go to the Users page from the main panel and click on Users section.

• Now click on the check box that is just beside the ‘Set Cap for all users' option in the center. 

• You can increase and decrease the capping level by clicking on the '+ and -' buttons. Click on Save. 

• Now all users will have a maximum of three leads for the assignment.

Filters:

In this section we go through filters , where we can perform Capping based on various objects like Leads, Contacts etc. Furthermore, on Capping Interval we can select the period till which capping will be effective and after that capping limit will be restored.

1. Object Type Filters: Here, capping is done for the selected object. For instance, if you are dealing with contact object. We choose Contact or else another object is selected according to the workflow we work on. 

2. Capping Interval Filter: Capping is also done based on the interval. If user is capped to a limit three leads based on Daily interval filter, only three leads can be assigned to that user and when cap limit gets restored the next day, three leads can be assigned the next day.

Benefits of using Capping:

• By setting capping logic in the assignment process, you can ensure that your users aren’t assigned more leads than they can handle without compromising on call quality.

• For instance, if a user can handle only ten leads daily capping can refrain from assigning leads beyond that number.
  
  

The next article will help you understand how to set up holiday in user's page.