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Vikiviki22020-07-31 21:30:14
Bitrix24
Vikiviki2, 2020-07-31 21:30:14

Distribution of responsible evenly in Bitrix24 transactions?

There are 2 funnels in cloud b24. Deals enter the second funnel through the tunnel from the first funnel.
And just in the second, you need to set up a distribution queue for managers. through the tool to configure the tunnel does not come out. I choose for all employees of the department with subdivisions, and all transactions fall on the first employee in the department.
5f2463b54dd6c724006776.png
Theoretically, this can be solved by the PSU constructor, but I don’t understand how to use it at all. Please share your solution ideas. Thank you!

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4 answer(s)
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Edward, 2020-08-01
@Vikiviki2

Firstly, it is necessary to define what it means evenly - in turn, through one, or do you have your own distribution logic? And get away from it.
The simplest thing is to use the "Employee selection" block with the "random" option in the BP and assign a randomly selected employee of the specified department as responsible.

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Andrey Balakin, 2020-08-07
@BIZBALLAB

It is important to understand the distribution algorithm between employees. If you simply distribute to a free person (the one who is currently at work), then you can use the writing of a BP for the distribution of employees (choose employees to whom to distribute and those who can transfer the deal in the absence of the first). But a number of questions remain, the very first - if the employee did not take a deal from work, etc. Those. this process needs to be considered more deeply and an algorithm for working with a deal should be prescribed and after that everything should be automated. Contact :)

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Yuri Paimurzin, 2020-08-01
@rusellsystems

You can make a script, for a more flexible logic for choosing a responsible manager, you can use API and webhooks, for example, search for all employees who are now online and active (that is, not fired) in a specific department (UF_DEPARTMENT by ID) user_search
url example for the browser address bar :

"https://".SITE_NAME."/rest/".REST_API_NUMBER."/".WEB_HOOK."/user.search?filter[ACTIVE]=Y&filter[IS_ONLINE]=Y&filter[UF_DEPARTMENT]=13"

then, for example, you can get the number of active deals for each manager in a cycle and then compare who has less and assign it to a new deal, you can also filter by different parameters and directions crm_deal_list
url example for the browser address bar:
"https://".SITE_NAME."/rest/".REST_API_NUMBER."/".WEB_HOOK."/crm.deal.list?".
            "filter[CLOSED]=N".
            "&filter[ASSIGNED_BY_ID]=".$userID;

etc.

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Vikiviki2, 2020-08-01
@Vikiviki2

Thank you very much for your help and involvement, I'll try to solve this issue with robots and bp.
API code is too complicated for a non-programmer)

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