Automatically assign leads from a particular source to selected reps | Use Cases - Zoho CRM

Automatically assign leads from a particular source to selected reps

Edition: Professional and above | Industry: Travel and Tourism | Feature: Assignment Rule

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 

  1. Go to Setup > Automation> Assignment Rules.
  2. Choose the module: Leads.
  3. Click Create New Lead Assignment Rule.
  4. Enter the Rule Name: Assignment Rule based on Lead Source.
  5. Click +Create Rule Entry
  6. Under the Criteria section, enter the required conditions: Lead Source is Cold Call.
  7. Under the Ownership section, choose the required user: Martha Hills.
  8. Under Follow up Task, select the Add a Follow up Task to the record owner option.
  9. Add new workflow task: Send Travel Preferences Survey
  10. Under the same assignment rule, click +Create Rule Entry.
  11. Under the Criteria section, enter the required conditions: Lead Source is Trade Show.
  12. Under the Ownership section, choose the required user: Raghav Rao.
  13. Under Follow up Task, select the Add a Followup Task to the record owner option.
  14. 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.

    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 CRM Training
      Redefine the way you work
      with Zoho Workplace

        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 CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now

            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION

                                    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.

                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series

                                          • Digest

                                          • Functions

                                          • Meetups

                                          • Kbase

                                          • Resources

                                          • Glossary

                                          • Desk Marketplace

                                          • MVP Corner

                                          • Word of the Day

                                            Zoho Marketing Automation

                                              Zoho Sheet Resources


                                                  Zoho Forms Resources

                                                    Secure your business
                                                    communication with Zoho Mail

                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times

                                                      Carry your calendar with you
                                                      Anytime, anywhere

                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now

                                                                      Zoho TeamInbox Resources

                                                                              Zoho DataPrep Resources

                                                                                Zoho DataPrep Demo

                                                                                Get a personalized demo or POC

                                                                                REGISTER NOW

                                                                                  Design. Discuss. Deliver.

                                                                                  Create visually engaging stories with Zoho Show.

                                                                                  Get Started Now

                                                                                                      • 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 factors ...
                                                                                                      • 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 ...
                                                                                                      • FAQs: Workflow Rules

                                                                                                        What is a workflow rule? Workflow rules in Zoho CRM are designed to enhance productivity of the users and reduce manual work by automating routine activities in a business process. They allow you to create rules that can trigger different action ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace



                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                                                                          CRM Tips

                                                                                                          Make the most of Zoho CRM with these useful tips.

                                                                                                            Zoho Show Resources