Account manager automatic assignment for Sage CRM 

What happens if you want to be more specific in the assignment of your account managers in SageCRM based on the address location? e.g. assign an account manager based on the postcode area, county or country value entered within the default company address of your record.

We have created a configurable account manager auto assignment module where you are able to define which account manager should be assigned to a company when a company record primary address is created or updated based on a specific postcode area or address county. 

An example of this would be if the company primary address record has a postcode which begins SW3 this will be assigned to account manager Melanie automatically as specified below.  

If you do not want to be as specific with the postcode assignment you can assign the account manager using a different address value such as the county or even province / country field the same way or use both.

The assignment information is all held within the assignment module in SageCRM so can easily managed and updated through SageCRM when changes are needed and only accessible to users with the correct security access rights. The account manger assignment rules will also run when the company primary address is updated also.