CRM
Quota-Weighted Redistribution of a Departing Rep's Pipeline
Reassigns a departing rep's open opportunities to teammates weighted by remaining quota capacity, keeps account ownership in sync.
How it runs
The automated pipeline, trigger to output.
- TriggerOperator runs naming departing rep
- ActionPull open opportunities + amountsSalesforce
- ActionRead quota attainment from SnowflakeSnowflake
- LogicAllocate deals by remaining capacity
- ActionUpdate opportunity + account ownershipSalesforce
- OutputNotify each rep of new pipeline in TeamsMicrosoft Teams
What it does
Rather than splitting accounts evenly, this distributes a departing rep's open pipeline so reps furthest from quota receive more, and those already loaded receive less. It moves the underlying accounts to match, then tells each rep how much pipeline they just gained and their new total.
When to use it
Use this mid-quarter when a rep leaves and you care about hitting team targets, not just clearing the orphaned list. Weighting by remaining capacity gives struggling reps the inbound deals they need while protecting reps who are already maxed out.
How it works
- 1Trigger: an operator runs the workflow naming the departing rep.
- 2Pull the rep's open opportunities and amounts from Salesforce.
- 3Read each active teammate's quota attainment from a Snowflake sales table to compute remaining capacity.
- 4Logic step allocates opportunities proportionally to remaining capacity, keeping each account with a single owner.
- 5Update opportunity and account OwnerId in Salesforce to match the allocation.
- 6Output a Microsoft Teams message to each receiving rep with the deals gained and their updated pipeline total.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect SnowflakeWarehouses, queries, shares.
- 3Connect Microsoft TeamsChannels, chats, files.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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