Assignment Rules - Word of the day #50

Assignment Rules - Word of the day #50

Zoho CRM's assignment rule tool is designed to let you automate the lead assignment process by defining rules based on which leads are assigned to a set of agents/reps. You can configure different criteria based on your industry's specifications like territory, product interest, lead source etc., such that only the leads that satisfy the criteria will be automatically assigned to the selected rep. By automating the lead assignment process, you can save a lot of time and effort and also reduce the inadvertent slips that may occur due to manual interventions.

Here's a knowledge-base article on working with Assignment Rules.

Check out this video for a quick understanding.

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