Assign Salesperson to Projects
How to assign Salesperson to Projects
with Excel File
September 19, 2020
HyperC lets you solve optimal assignment for your Salesperson to Projects with your data from Excel File — no code required.
with their parameters in Excel File
with parameters in Excel File
Automatically select optimal allocation in Excel File table
Workflows with Salesperson
Excel File workflows
How assigning Salesperson to Projects with Excel File Works
Step 1: Add Excel File as database connection.30 seconds
Step 2: Create a business rule to take Salesperson from Excel File and put to Projects table in Excel File.10 minutes
- Create more rules as needed, like completing an order by an employee.
Step 3: Create a goal rule with a check that all required actions are completed (like all orders are satisfied).1 minute
Step 4: Click “Create a new Process” to connect your data from Excel File (and/or other sources) with rules you just wrote.15 seconds
That’s it! You just saved most of the management work and optimized the process!