SmartPlan - Minimize Disruption

The purpose of this article is to guide you in creating a Smart Plan with minimal disruptions. By implementing the "Minimize Disruption" rule for Smart Plans, you can ensure that when assigning new records to sales representatives, you minimize any disturbances to existing records for those individuals. This rule determines which records belong to specific territories based on the people assigned to those territories and the relevant criteria in the fields. In doing so, existing records will be kept even when rerunning rules on existing territories. However, if there are changes in user assignments or new hires for territories, records will be shuffled based on the new user roles and types, as well as the field criteria.

This means that existing assignments remain undisturbed, keeping records stable without any shuffling even after rerun rules. For instance, let's consider a scenario with approximately 12,000 records in the Texas territory, all owned by a single owner ID. If the sales manager decides to divide Texas into three territories based on the owner ID, all 12,000 records will be moved to "territory_1" where an assignment is created for that specific person. As a result, the other territories will remain empty since all the records belong to the same owner.

Add New Smart Plan

1. Access your Fullcast instance and switch plans if applicable.
2. Select an option on the Territories tile. 
3. In the left navigation panel, drill down to the appropriate territory. 
4. Click the More Options icon (three horizontal dots) and select Add Hierarchy from the dropdown menu. 

5. Click Smart Plan. 

6. Complete the necessary information in the Basic Config section based on the information described in the table below.

7. Click Add Criteria in the Prioritized Balancing Criteria section. 

8. Select the Minimize Disruption option from the dropdown menu. 
9. In the Minimize Disruption section, choose the applicable role and assignment type. 

10. Select the appropriate option from the Current Relationship dropdown menu. This is where the CRM is holding the current assignment information. 

11. Click OK.
12. Identify how you want unassigned accounts managed: “Leave them in unassigned” or “Distribute them among territories.”
13. Identify how you want named accounts and named exceptions to be treated.
14. Select how you would like subsidiaries to be treated.
15. Consider whether to include or exclude child accounts in Smart Plan balancing. 
16. Complete configuring your Assignments based on the information in the Assignments section. 
17. Click Save Changes.  

Your Smart Plan is now ready for use.

Assignments

When configuring a Smart Plan, you can now create and add assignments. To do this: 

1. Scroll down to the Assignments section and click on the blank field to assign people to the newly created territories. 

2. Select the user role from the dropdown menu. This must be the same role you selected when configuring the Minimize disruption by aligning Assignments option on step 9 of the Add a New Smart Plan procedure. 

3. Define the start and end date of the assignment.
4. Click Save.