Apex addition, not in the originalOpen decisionclient to chooseModal drawn as a visual copy of the reference CRM
What happens on every click
Clients screen (Apex, existing)
New jobOpens the modal on the New job tab, step "Choose job type". The 12 ticked leads travel with it.
Assign selected / ShuffleUnchanged. Assign selected = one rep for the whole batch. Shuffle = even deal, no per-rep business unit. New job is the superset of both.
Modal, tab New job
TabsSwitch between the four job families. Switching keeps the ticked leads; unsaved choices inside a tab are dropped. · ·
×Closes the modal. Nothing is written. The selection on the Clients screen stays ticked.
Agent With BUOpens the assignment form (the screen from the reference).
← backReturns to "Choose job type". Ticks and dropdown choices are kept until the modal closes.
Change lead statusOptional. Applied to every lead in the job together with the assignment. "Keep current" leaves it untouched.
Choose retention statusOptional. Open decision The CRM has no retention-status field yet; the list shown (Hot / Warm / Cold / Callback) is a proposal.
Filter by agent nameLive filter of the rep list. Ticked reps outside the filter stay ticked and stay counted.
Rep checkboxTicks the rep and reveals "Select one business unit" for that rep. Footer count and the preview update immediately.
Select one business unitPer rep. The leads that land on this rep are also filed into this unit. Left empty = leads keep their current unit, and the footer shows "No BU selected" in amber.
Use round robinOn = leads are dealt one at a time in rotation across the ticked reps (the same planner Shuffle uses today). Open decision Off has two possible meanings, shown as Interpretation A / B in the preview.
SubmitDisabled until at least one rep is ticked. Opens a confirmation with the exact split. Nothing is written yet.
Run jobWrites the assignment, the business units and the statuses in one transaction; every move gets an audit row with reason "mass job". Then shows the result.
Close (result)Returns to the Clients screen; the moved rows are highlighted and the Owner column shows the new reps.