Knowledgebase: Batch Processes
Account Toss by Dollar Range
Posted by Linda on 19 June 2007 03:24 PM
I recommend doing a combination of Account Toss and Edit Search. You could make several teams, one for each group of collectors divided according to the dollar value ranges you need. That is, collectors who work accounts in the same dollar range would be in the same team. Then when you do the account toss, you can use Edit Search to select the records within the dollar range that you want. You would need to do one toss for each team. When you do the account toss, you can decide to use round robin or dollar value to further divide the accounts.
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