Assignment Group

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Therefore, it sometimes makes sense to group certain sets of similar users together and these groups are created & configured by the business, rather than being automated by Salesforce.

There are some great benefits of creating assignment groups, not least being able to automatically route leads through to different assignment groups.

A lot of businesses want more control & flexibility than that, particularly if they have a whole multitude of different assignment groups setup for different purposes.

Assignment groups are an easy concept to grasp, whilst everyone in your team is crucial – users do have different skills, job roles and characteristics.

With our years of operating in the South African travel market we have built up a reputation with our suppliers as partners that are flexible and easy to deal with.

As the largest franchise partner of Tourvest Retail Travel we are able to pass on our phenomenal rates to our customers.

With us you will never go through to a call centre or end up speaking to a machine, our senior travel specialists are available 24/7 to assist you with any request.

With TAG you will receive a full travel management offering with smart business processes, user friendly interfaces, visibility and transparency and personal account management from a high touch, customer centric business.

This can be extremely helpful if you have a high proportion of new team members within the wider team.

New starters can essentially be put in an assignment group of their own, with unique assignment rules created which ensures they only receive the less demanding leads, which they will be comfortable handling.


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