Systems and methods of managing assignments

Data processing: financial – business practice – management – or co – Automated electrical financial or business practice or... – Operations research or analysis

Reexamination Certificate

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C705S007210

Reexamination Certificate

active

07974865

ABSTRACT:
Disclosed are systems and methods of making assignments, particularly of sales leads. The assignments are considered either committed or uncommitted responsive to an effective date associated with one or more assignment rule used to make the assignments. Uncommitted assignments may be used to review the effects of changes in assignment rules. Examples are provided including the use of uncommitted assignments to review the effects of changes in a hierarchical territory structure.

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Streamlining Sales; Trends promise better sales, marketing coordination; but non-tech issues remain. BtoB, v88, n4, p. 17. Apr. 14, 2003.
NetLedger Launches NetCRM™, First Online CRM Application to Automate Entire Sales Process—From Lead Generation to Prospect Management to Sales Order. PR Newswire, SFTU04910092002 Sep. 10, 2002.

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