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 based on Lead Source
Criteria: If Lead Source is,
- Cold Call: Assign to Martha Hills
- Trade Show: Assign to Raghav Rao
- Advertisement: Assign to Amelia Burrows.
For each user, assign a follow-up task called “Send Travel Preferences Survey”.
Expected Result
Solution
- Go to Setup > Automation> Assignment Rules.
- Choose the module: Leads.
- Click Create New Lead Assignment Rule.
- Enter the Rule Name: Assignment Rule based on Lead Source.
- Click +Create Rule Entry
- Under the Criteria section, enter the required conditions: Lead Source is Cold Call.
- Under the Ownership section, choose the required user: Martha Hills.
- Under Follow up Task, select the Add a Follow up Task to the record owner option.
- Add new workflow task: Send Travel Preferences Survey
- Under the same assignment rule, click +Create Rule Entry.
- Under the Criteria section, enter the required conditions: Lead Source is Trade Show.
- Under the Ownership section, choose the required user: Raghav Rao.
- Under Follow up Task, select the Add a Followup Task to the record owner option.
- Choose existing task by clicking the search icon: Send Travel Preferences Survey.
Repeat adding rule entries as required in a similar manner for the Advertisement leads as well.
Now the Lead Assignment Rule based on Lead Source has been configured.
Points to note
- Ownership may be assigned based on specific users or on a round-robin pattern.
- If you do not wish to specify criteria, you may have the criteria section empty.
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
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 ...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 ...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 ...FAQs: Leads Management
What are Leads? Leads are the unqualified contacts or sales opportunities in your business. They are the raw details gathered about individuals or representatives of organizations collected from trade shows, seminars, advertisements and other ...Scoring Rules - Manual Scores
What are scoring rules? Scoring rules help qualify prospects based on various parameters such as their behavior, insights, attributes, or other key details of their persona. The higher the score, the more likely the prospect is to become a customer. ...
New to Zoho LandingPage?
Zoho LandingPage Resources