WindoorERP Documentation 19.0

Manage sales member capacities, lead limits, and workload distribution

1 min read Updated 2026-08-28 WindoorERP 19.0

What this does

Controls individual sales engineer workload capacities by defining maximum 30-day active lead limits, preventing estimator burnout and ensuring fast proposal turnarounds.

Before you start

  • Sales Team Leader or CRM Administrator permissions.

Steps

Team members list view with monthly lead assignments

Team members kanban gallery with capacity status

Team member capacity and domain rule editor

Important

When a sales engineer reaches their maximum lead limit, automated lead assignment skips to the next available team member.

  1. 01
    Open CRM › Configuration › Team Members.
  2. 02
    Select a sales representative or estimator to open their capacity profile.
  3. 03
    Set the Max Leads (30 Days) limit (e.g. 25 active inquiries).
  4. 04
    Configure individual domain filters (e.g. specific language, structural curtain wall qualification, or luxury villa specialization).
  5. 05
    Monitor team member utilization via the Member Kanban cards.

Common mistakes

  • Setting lead limits too low during major commercial building tender seasons.
  • Not updating capacities when sales engineers go on annual leave.

Continue learning

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