Improve assignment accuracy using segment priority

Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for Public preview Early access General availability
Admins, makers, marketers, or analysts, automatically - - Mar 2023

Business value

To respond to the business needs, you may want to control how records are attached to the sequence and assigned to relevant sellers. As an administrator, you can now assign priority to each segment. This leads to the precise and accurate assignment of records to the respective sellers and sequences, resulting in favorable sales outcomes.

Feature details

Currently, the sales manager or administrator creates multiple segments. When a record is created, it passes through these segments in a random order, leading to inaccurate assignments. This feature enables you to define the sequence of segment determination. It leads to the precise and accurate assignment of records to the respective sellers and sequences, resulting in favorable sales outcomes.

Prioritize segments to route effectively.