Assignment Rules

Assign records to appropriate users using Assignment Rules

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Setting up Assignment Rules

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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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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 ...