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.
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