Setting up Assignment Rules | Online Help - Zoho CRM

Setting Assignment Rules

A sales success is closely coupled with the everyday activities of the reps, such as - number of follow-ups, promptness in getting back to the customers, offering quick answers to their queries, and responding to the support tickets. All these factors play a crucial role in moving the leads rapidly through the sales funnel, eventually leading to a successful sale closure. An important aspect in achieving the above depends on how well-organized and planned the lead assignment process in an organization is. 

Most businesses rely on multiple sources to generate leads. With each lead/customer having disparate requirements, it is best to avoid assigning them randomly to the reps. Instead, they could be assigned to reps who have an expertise with managing leads from a region or a specific product. However, doing so manually could prove to be quite challenging. 

Zoho CRM's assignment rule tool is designed to let you automate the lead assignment process by defining rules based on which leads are assigned to a set of reps. You can configure different criteria (value or field) based on your industry's specifications like territory, product interest, lead source etc., such that only the leads that satisfy the criteria will be automatically assigned to the selected rep. By automating the lead assignment process, you can save a lot of time and effort and also reduce the inadvertent slips that may occur due to manual interventions.   
 
Availability 
Permission Required
Users with {Module} assignment rules permission in their profile can access this feature.


Points to remember
  • You can associate up to 25 different criteria in each rule entry.
  • You can use Assignment rules for the records generated through import, Webform, and API only.
  • You cannot use Assignment Rules if you are creating the Records manually. 
  • In the List View, you can reorder rule entries to change the sequence in which the rule entries need to be executed. 
  • If a user is an unconfirmed user, ownership will not be assigned to them. 

Creating Assignment Rules

You can create an assignment rule for leads, contacts, deals, cases, and custom modules. Configuring assignment rules consist of the following steps.

Step 1. Enter the basic details

You should specify the module, rule name and description. 


Step 2. Select the records to which the rule applies 

The rule can be created either for all records or selected records based on a criteria. The condition can be set to match a field's value or another field.



Note. Here's a list of field types that can and can't be compared.

Field Type
Comparator
Field types that can be compared
Field types that can't be compared
Single Line
Multi-line
Picklist
Auto-number
is
isn't
Single line
Multi-line
Email
Phone
Auto-number
URL
Picklist
Lookup

Number 
Currency
Decimal
Percent
Long Integer
Date
Data time
Multi-select
Multi-user lookup
Tag
Boolean
Owner Lookup
User Lookup

Single Line
Multi-line
Picklist
Auto-number
contains
doesn't contain
starts with
ends with

Single line
Multi-line
Email
Phone
Auto-number
URL
Picklist
Lookup
Number
Currency
Decimal
Percent
Long Integer

Date
Data time
Multi-select
Multi-user lookup
Tag
Boolean
Owner Lookup
User Lookup
Email
is
isn't
Single line
Multi-line
Email
Auto-number
Picklist
Lookup


Phone
URL
Number
Currency
Decimal
Percent
Long Integer
Date
Data time
Multi-select
Multi-user lookup
Tag
Boolean
Owner Lookup
User Lookup

Email
contains
doesn't contain
starts with
ends with
Single line
Multi-line
Email
Phone
Auto-number
URL
Picklist
Lookup
Number
Currency
Decimal
Percent
Long Integer


Email
URL
Number
Currency
Decimal
Percent
Long Integer
Date
Date Time
Multi-select
Multi-user Lookup
Tag
Boolean
Owner Lookup
User Lookup

Phone
is
isn't
Single line
Multi-line
Phone
Auto-number
Picklist
Lookup


Email
URL
Number
Currency
Decimal
Percent
Long Integer
Date
Date Time
Multi-select
Multi-user Lookup
Tag
Boolean
Owner Lookup
User Lookup

Phone
contains
doesn't contain
starts with
ends with

Single line
Multi-line
Email
Phone
Auto-number
URL
Picklist
Lookup
Number
Currency
Decimal
Percent
Long Integer

Date
Date Time
Multi-select
Multi-user Lookup
Tag
Boolean
Owner Lookup
User Lookup
URL
is
isn't
Single line
Multi-line
URL
Auto-number
Picklist
Lookup


Email
Phone
Number
Currency
Decimal
Percent
Long Integer
Date
Date Time
Multi-select
Multi-user Lookup
Tag
Boolean
Owner Lookup
User Lookup

URL
contains
doesn't contain
starts with
ends with

Single line
Multi-line
Email
Phone
Auto-number
URL
Picklist
Lookup
Number
Currency
Decimal
Percent
Long Integer

Date
Date Time
Multi-select
Multi-user Lookup
Tag
Boolean
Owner Lookup
User Lookup
Date Time
equal
not equal
less than
greater than
Date Time

Single line
Multi-line
Email
Phone
Auto-number
URL
Picklist
Date
Number
Currency
Decimal
Percent
Long Integer
Multi-select
Lookup
Tag
Boolean
Owner Lookup
User Lookup

Date
equal
not equal
less than
greater than
Date

Single line
Multi-line
Email
Phone
Auto-number
URL
Picklist
Date Time
Number
Currency
Decimal
Percent
Long Integer
Multi-select
Lookup
Tag
Boolean
Owner Lookup
User Lookup

Currency
equal
not equal
less than
less than or equal
greater than
greater than or equal
Currency

Single line
Multi-line
Email
Phone
Auto-number
URL
Picklist
Date
Date Time
Number
Decimal
Percent
Long Integer
Multi-select
Lookup
Tag
Boolean
Owner Lookup
User Lookup

Number
equal
not equal
less than
less than or equal
greater than
greater than or equal
Number

Single line
Multi-line
Email
Phone
Auto-number
URL
Picklist
Date
Date Time
Currency
Decimal
Percent
Long Integer
Multi-select
Lookup
Tag
Boolean
Owner Lookup
User Lookup

Long Integer
equal
not equal
less than
less than or equal
greater than
greater than or equal

Long Integer

Single line
Multi-line
Email
Phone
Auto-number
URL
Picklist
Date
Date Time
Currency
Decimal
Percent
Multi-select
Lookup
Tag
Boolean
Owner Lookup
User Lookup

Decimal Percent
equal
not equal
less than
less than or equal
greater than
greater than or equal
Decimal Percent

Single line
Multi-line
Email
Phone
Auto-number
URL
Picklist
Date
Date Time
Number
Currency
Long Integer
Multi-select
Lookup
Tag
Boolean
Owner Lookup
User Lookup

Owner Lookup
User Lookup
is
isn't
Owner Lookup
User Lookup

Single line
Multi-line
Email
Phone
Auto-number
URL
Picklist
Date
Date Time
Number
Currency
Decimal
Percent
Long Integer
Multi-select
Lookup
Tag
Boolean

Boolean
is
Boolean

Single line
Multi-line
Email
Phone
Auto-number
URL
Picklist
Date
Date Time
Number
Currency
Decimal
Percent
Long Integer
Multi-select
Lookup
Tag
Owner Lookup
User Lookup

Multi-user Lookup
Multi-select
Tag
Data Source
Layout 
Wizard
-
-

Single line
Multi-line
Email
Phone
Auto-number
URL
Picklist
Date
Date Time
Number
Currency
Decimal
Percent
Long Integer
Multi-select
Lookup
Tag
Boolean
Owner Lookup
                    User Lookup
​

* This is not supported for Encrypted Fields.

Step 3. Assign record to
The records can be assigned to the users either based on category or condition.

Category - The record can be assigned to individual users or users in roles or groups. When multiple users are selected, the records will be assigned based on the round-robin pattern.



Condition- The user will be assigned to a record based on the defined criteria, such as the country they are handling. For instance, Steve handles records from India, and Jerusha handles records from the USA. When a lead from USA comes in, it will be assigned to Jerusha.   



Step 4. Check user's availability before assigning a record
While assigning records you can choose to check the user's availability. The availability of the users is checked based on online status (logged in to CRM) and/or shift timing (if it is mentioned in the company details).  

You can choose either of the two options or check both checkboxes â€” Online status and Shift timing. This enable assignments to be made considering a user's availability online AND when they are actively within their designated shift hours.

Note: There will be maximum of 5 mins delay in fetching online users status. (An online user is one that is online on web)




Step 5. Assign a follow-up task to the user 
 
Once the record is assigned to the user, you can add a follow-up task too. For example, you can specify if the user should call or send an email to the lead after the record is assigned. 



Step 6. Assign Default User

In step 3 you would have selected some users. There can be cases when the records cannot be assigned to these users, then it is advisable to select a user (default user), to whom the records will be assigned. Following are the reasons when the record will be assigned to the default user: 
  1. The selected user is unavailable (not logged in or not available in shift).
  2. The user is deactivated or deleted from the CRM account.


Note

A default user can either be a logged in user (who has initiated the record action) or any other user in CRM. A logged in user for the following cases are
    1. Import: A logged in user is one who initiates the action
    2. API: The user whose authtoken is used in the API
    3. Webform: User who created the webform rule. However, if they are deactivated or deleted, the super admin becomes the logged in user. 





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