Create a capacity for sales members in your revenue organization
In this tutorial, we will guide you through the process of adding a capacity for sales members or territories in Cargo. This feature helps manage and limit the number of records allocated to each member, ensuring balanced workloads.
Before you begin -
Make sure you've added your sales tools and
identified the relevant sales members and fallback members to be assigned to the
territory.
Access the capacities section
Click on the revenue organization section in the setting section of the Cargo workspace
To navigate to the Capacities section in the Cargo workspace, click on capacities.
Create a new capacity
In the 'capacities' panel, click the + button to start creating a new capacity.
Configure the capacity
- Name: Enter a name for your capacity. For example, 'High Volume Leads'.
- Color: Choose a color to represent your capacity. -
- Description: Add a description for your capacity to provide additional context.
- Set member capacity: Define the maximum number of records to allocate to a member. For example, '1000 records'.
- Choose an interval: Select the expiration interval for allocations. Options include daily, weekly, monthly, quarterly, yearly, or none.
- Toggle model mapping: Enable this option if you wish to link allocations from a model to this capacity.
Once all configurations are set, click the Create button at the top right to
finalize the creation of the capacity.
Outcome
By following these steps, you have successfully added a new capacity for sales members or territories in Cargo. This capacity can be used when directly assigning leads to territories and sales reps from within a workflow using the allocation node.