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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