Assignment Rules

Assign records to appropriate users using Assignment Rules

Help guide

Setting up Assignment Rules

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Assignment Rules
Assign records to appropriate users using Assignment Rules Help guide Setting up Assignment Rules
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 ...
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 ...
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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 ...