Assignment Threshold in Zoho CRM iOS
Assignment Threshold in Zoho CRM helps manage the workload of your team by setting limits on the number of records that can be assigned to each user. This ensures a balanced distribution of tasks, preventing any one team member from being overwhelmed, and helps in effective task management across your organization.
Imagine your sales team is handling a large number of lead records after a successful marketing campaign. Without proper distribution, some team members may end up with more leads than they can effectively manage, leading to missed follow-ups and potential loss of opportunities. With the Assignment threshold, you can balance out their workload and also improve your team’s overall performance.
Note: The assignment threshold comes into effect on mobile devices the minute the limits are set up on the web app. Click here to learn more about the Assignment Threshold in Zoho CRM.
For example, if a user’s threshold is set to 10 records, an alert will appear on mobile when this limit is exceeded, notifying the assignee. If needed, they can then reassign the record to another user with more bandwidth.
This only applies to records created manually. If a record is created through automation, it will be automatically reassigned to the Default Assignee, as configured on the web app.Assignment threshold in iOS
In Zoho CRM for iOS, the assignment threshold is visible in the following areas to help manage workload and ensure better task distribution:
While creating records
While importing records
Inside Blueprint transition
While converting the lead
Note: To ensure you receive threshold alerts during lead conversion, set up the Assignment Threshold in the Contacts module.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Assignment Threshold
You can use Assignment Threshold to set an upper limit to the number of records that are assigned to individual users. This can be necessary for many reasons: Your customer-facing teams need to maintain their quality of engagement in order to drive ...Assignment threshold in Zoho CRM Android app
Assignment Threshold in Zoho CRM helps manage the workload of your team by setting limits on the number of records that can be assigned to each user. This ensures a balanced distribution of tasks, preventing any one team member from being ...FAQs: Assignment
What is an assignment rule and why do I need it? The growth of your business is proportional to how well your sales team is handling the leads inflow and how effective they are in handling the customers and associated deals. Assigning the leads and ...iOS Specific Features
Supported Zoho CRM Modules From your iPhone, you can access a set of Zoho CRM modules and the data in them which will be stored in a local database on your phone. This ensures that you can access the important data even in the offline mode when no ...Zia's record owner suggestion in Assignment Rules
Businesses spend a lot of money, time, and effort to bring leads into the sales funnel. Despite those efforts, research shows that about 24% of U.S. companies take about 24 hours on average to make their first move toward a lead—just enough time to ...
New to Zoho LandingPage?
Zoho LandingPage Resources