Patent ID: 7974865
Filing Date: 2011-07-05
Classification: G06Q

Abstract:
1. A sales lead management system comprising: one or more interfaces configured to assign present sales leads using an assignment rule to make a first assignments to assignees, the first assignments being committed to the assignees and based on a characteristic of the sales leads or assignees, modify the assignment rule such that the assignment rule pertains to a different characteristic of the sales leads or assignees, specify an effective date for the modified assignment rule, the effective date being a date in the future, assign future sales leads using the modified assignment rule to make second assignments, the second assignments being uncommitted because the effective date is in the future, the second assignments being based on the characteristic of the future sales leads or assignees; rules memory configured to store at least the unmodified assignment rules and the modified assignment rules; committed assignment memory configured for storing the present sales lead assignments; uncommitted assignment memory configured for storing the future sales lead assignments; computing instructions configured for using the unmodified assignment rules to generate the present sales lead assignments, and for using the modified assignment rules to generate the future sales lead assignments, the computing instructions being responsive to data characterizing one or more sales leads to be assigned; and a processor configured to execute the computing instructions.