Assignment Rules
Route new leads and accounts to the right owner.
Overview
Assignment uses ordered rules that send a record to a user, a queue or a territory. Queues can be round-robin, weighted or load-balanced, and respect each person’s capacity and out-of-office status.
When to use assignment rules
- Leads arrive faster than you can allocate them by hand.
Step by step
In the Crm module open Relationships in the green navigation bar, then choose Assignment Rules under Territories & Assignment.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- crm.assignment.create
- crm.assignment.delete
- crm.assignment.execute
- crm.assignment.manage
- crm.assignment.read
- crm.assignment.update