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Primary Concerns and Requirements for Lead Mapping

  1. Single Pairing: Each Lead can only be paired with one RM at a time.
  2. Multiple Leads per RM: An RM can be paired with multiple Leads as long as they are available.
  3. Availability Tracking: The availability score of an RM is a range from 0 to 10, with 0 being unavailable and 10 being most available. This is reduced by 1 after each successful pairing.
  4. Expertise Matching: Only RMs with expertise matching the Lead's product to pitch are considered.
  5. Distance Preference: The closest RM is preferred when pairing.
  6. Unpaired Leads List: If no suitable RM is found for a Lead, it is added to a separate list along with a reason.
  7. Reason for Pairing: For each successful pairing, a reason is provided explaining why that pairing was made.

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