ToolsCompany requests
A “Request companies” form: an employee takes companies from the shared pool by filters.
Choose the conditions — pool companies matching this filter will be assigned to you.
- Region
- — select —
- Industry
- — select —
| Name | Owner |
|---|---|
| City Market | Ryan |
| Megastroy | Ryan |
| Optima Trade | Ryan |
- Owner changed: Pool → Ryan
| When | Who | Assigned | Filters |
|---|---|---|---|
| 10:42 | Ryan | 20 of 20 | Tashkent · Retail |
Self-service assignment of companies from a shared pool. A manager clicks “Request companies”, and the system reassigns a batch of cards from the pool to them — by one rule for all: whoever has been in the pool longest without an owner change goes first.
Companies from a shared pool are handed out by the boss manually: it's a bottleneck, managers idle while waiting, and “who gets what” is decided by eye, not by a rule.
A manager takes a batch of companies from the pool with one button — fast and by a fair queue rule. The administrator sets the pool, the limit and the filters once, and the handout runs without them after that.
What you get
- A “Request companies” button — a manager takes a batch from the pool themselves
- Companies that have sat in the pool longest without an owner change go first
- The administrator sets the pool, the per-request limit (up to 100) and the form's filter fields
- Contacts (by default) move with the company; the owner change is recorded in the history
How to connect
- 1Enable the appIn the Marketplace. Setup is in Settings → Request companies.
- 2Set the pool and rulesIn “Settings → Company requests” choose the “Account pool”, set “How many to assign at a time”, build the “Form fields” and tick the “Search fields”.
- 3A manager requestsIn the companies list a manager clicks “Request companies” — a batch is reassigned to them.
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