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.

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