Required Permission: Manage Store
If you use or have multiple distributions set up in your Store Settings and need to verify which distribution or distributions are currently being used to assign salespeople or BDC users to deals follow these simple steps.
Click on your user account button and select Store Settings.
From the menu on the left select Business Rules.
Typically your assign user rules will be created under the New Prospects category and for their respective subcategories or source types: showroom, phone, internet and campaign.
If you utilize secondary subcategories your assign user rules may be listed in a subcategory underneath the source type category. See Business Rule Categories for more information.
Select the category and subcategory for the leads that need a distribution update.
Look for any rules that start with Assign including Assign Salesperson, Assign BDC, Assign Based on User, Assign Service BDC.
You can either hover over the user initials to see the full user (distribution) or click on the rule and select the user tab to view the distribution in use.
Now that you know which distribution is in use you can add or remove users to your lead assignments. See Adding a User to a Distribution or Removing a User from a Distribution.
If you have any questions about the Roadmap to the Sale icon, please reach out to your Customer Success Team by clicking on the Support Icon found in the bottom right-hand corner of DriveCentric!
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