FAQs in this section
Is there a way to assign deals automatically to sales reps?
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Yes, Vtiger CRM's assignment rules - Round Robin and Least Loaded - will help you do this.
You can assign leads, contacts, and deals automatically using assignment rules.
Follow these steps to set up assignment rules:
Note: You can access Settings only if you are an Admin user.
You can assign leads, contacts, and deals automatically using assignment rules.
Follow these steps to set up assignment rules:
- Click your display picture located on the top right corner of the screen.
- Click Settings.
- Look for Automation and select Assignment Rules.
- Pick a module you want to set up assignment rules for, from the Select Module drop-down.
- Pick a user group to which you want to apply the rules.
- Choose an assignment mode from Assignment Mode header.
- Pick members from the group to which the rules must apply from Members header.
Note: You can access Settings only if you are an Admin user.
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