Automatically
Assign Salesperson to Rooms
How to assign Salesperson to Rooms with Google Sheets
September 19, 2020
HyperC lets you solve optimal assignment for your Salesperson to Rooms with your data from Google Sheets — no code required.
You have this ...
A list of Salespersons
with their parameters in Google Sheets
A list of Rooms
with parameters in Google Sheets
automatically do this!
assign to Rooms
Automatically select optimal allocation in Google Sheets table
Workflows with Salesperson
Rooms workflows
Google Sheets workflows
How assigning Salesperson to Rooms with Google Sheets Works
-
Step 1: Add Google Sheets as database connection.30 seconds
-
Step 2: Create a business rule to take Salesperson from Google Sheets and put to Rooms table in Google Sheets.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 Google Sheets (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!
