Assignment Rules
Assign records to appropriate users using Assignment Rules
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FAQs on Assignment Rules
1. Which modules can assignment rules be created for? Zoho CRM allows admins and users with the relevant permission to create assignment rules for both standard and c ustom modules . The modules where records frequently enter the system in bulk such ...Can assignment rules be triggered for selected records only?
Yes, assignment rules can be triggered for records based on specific criteria. Criteria are used to filter out specific records from all the incoming records. For example, Deals from California, Applications from the US, or Accounts in the IT ...Which modules can assignment rules be created for?
Zoho CRM allows admins and users with the relevant permission to create assignment rules for both standard and custom modules. The modules where records frequently enter the system in bulk such as Leads, Applications, Contacts, and Deals can benefit ...Can I trigger assignment rules for records that are created manually?
No, assignment rules cannot be triggered when records are created manually. They can only be triggered when records: Are imported directly to the Leads, Contacts, Accounts, Deals, Cases, Tasks, or any custom modules Enter any of those modules through ...A user is unable to set assignment rules. What should I do?
All users who have the permission to set assignment rules in their profile will be able to create a rule. To check whether the user has the required permission: Go to Setup > Users and Control > Security Control > Profiles. Select the profile the ...