Pipelines Workload
During November-2020 we launched a very helpful feature that we called Auto-Assignation.
Many times our clients asks if they can split their sales assistants between two or more pipelines.
Other clients wants to pay for 2 subscriptions not to create two pipelines, but to reinforce an existing pipeline with more sales assistants.
The manual procedure of assigning/removing sales assistants to/from a pipeline is well documented in this article, and it is not difficult, but it's still a manual procedure.
In order to automate such work, we developed a new feature that we have called Auto-Assignation.
In this article, you will learn:
1. How to setup Auto-Assignation?
2. What is the Workload parameter?
3. What are the benefits of Auto-Assignation?
4. Are You obligated to use Auto-Assignation?
5. What changes with this new Auto-Assignation feature?
1. How to setup Auto-Assignation?
If you login to your account and check out the pipelines screen, you will find a columns about Auto-Assign.
If you activate such freature for a pipeline, ConnectionSphere will assign or remove sales assistants to or from such pipeline automatically, depending on the workload parameter.
2. What is the Workload parameter?
The workload parameter is the proportion on how the sales assistants will be distributed between the piplelines that are enabled for auto-assignation.
Let's see some examples:
If you have 2 pipelines with 1x workload each one, each pipeline will receive the 50% of the available sales assistants each one.
If you have 3 pipelines with 1x workload each one, each pipeline will receive the 33% of the available sales assistants each one.
If you have 3 pipelines, the first two with 1x workload but the last one with 2x workload; then the first two pipelines will receive 25% of the available sales assistants, while the last one will receive the remiaining 50%.
Note: If you want to unassign all the sales assistants from a pipeline you have the choice to setup 0x workload, as is shown in the picture below.
Note: If you disable the auto-assignation of a pipeline (as is shown in the picture below too), the sales assistants should be assigned/unassigned manually. Be careful if you pause a pipeline with not auto-assignation, because sales assistants may remain there as a complete waste of your resources.
3. What are the benefits of Auto-Assignation?
Maybe auto-assignation looks useless for you so far, but believe me: it is not.
Below are some situations where auto-assignation become really useful:
new sales assistants are assigned automatically to every new pipeline, so you don't have to do such work manually;
every new sales assistant just added to your account after a payment will be assigned to a pipeline;
if you delete a pipeline, the sales assistants belonging such deleted pipeline will be redistributed to other pipelines.
4. Am I obligated to use Auto-Assignation?
No. You can disable auto-assignation for all your pipelines, and keep managing your workload the old way.
5. What changes with this new Auto-Assignation feature?
Some changes has been made in our ConnectionSphere in order to match this new feature with other previous ones.
Pipelines have a 'default template' parameter.
When ConnectionSphere assigns new sales assistants to a pipeline, it must to know which profile content (a.k.a. template) is the right one for such pipeline. Each pipeline has now a new parameter calleed default tempalte that is right this: the content assigned to every new sales assistant added to such pipeline either, manually or automatically by ConnectionSphere.
If you don't want to modify the content of the sales assistants assigned to a pipeline, simply update its default template to blank.
New pipelines will have 1x workload by default.
Every time you create a new pipeline using our 3-step wizard, the new pipeline will be enabled for auto-assignation with a 1x workload.
Auto-assignation disables manual assignation features.
You can't assign/unassign sales assistants to/from a pipeline manually if such pipeline is enabled for auto-assignation.
You will find some alert messages like the one shown in the picture below.
