Editorial draft available to read. Factual and language review is pending. Examples are illustrative.
Decision and method
Specify who receives each opportunity and what happens when that person is unavailable. A rule may consider territory, expertise and workload, but must end with an identifiable owner. Maintain an exception queue with assigned attention; leaving an unowned record is not a workable distribution strategy for new enquiries.
Illustrative example
Illustrative example: a Catalan enquiry about ERP arrives while the specialist is on leave. The rule assigns a substitute with context and a follow-up date. When the specialist returns, the handover requires acceptance so neither person assumes that the other is already handling this particular commercial opportunity.
Acceptance check
Simulate absence, overload, an unsupported language and assignment failure. Each case must show an owner or a visible exception, not merely a notification without follow-up. Review inactivity after assignment and verify that ownership changes preserve date, reason and acceptance whenever the agreed handover process requires it.
Key takeaways
- Every opportunity needs an owner or a visible exception with a clearly defined next action.