Assignment Rules

Assignment Rules

Assign records to appropriate users using Assignment Rules


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                                                                                          • Related Articles

                                                                                          • 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 ...
                                                                                          • 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 factors ...
                                                                                          • Automatically assign leads from a particular source to selected reps

                                                                                            Edition: Professional and above | Industry: Travel and Tourism | Feature: Assignment Rule Scenario Zylker Moments is a travel agency. They wish to automate assignment of imported leads, based on the following criteria.  Rule Name: Assignment Rule ...
                                                                                          • How to automatically assign Leads to different users?

                                                                                            You can assign leads to different users automatically by configuring Assignment rules . However, you can apply assignment rules only for those leads that are generated through import, webforms, and API. Note : Assignment rule does not apply to the ...
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