FAQs in this section
Is there a way to assign deals automatically to sales reps?
What are assignment rules?
What is the Round Robin mode of auto-assignment?
What is Least Loaded mode of auto-assignment?

I set up an assignment rule on deals but it did not work. What might be the problem?

Assignment rules work when the following conditions are true:
  1. Deal or contact is assigned to a group
  2. Deal or contact is not assigned to a user (Assigned To field is empty)
  3. Deal is not marked as Closed Won or Closed Lost
If you assign a deal or a contact manually to a user, then the assignment rule does not overwrite the value in the Assigned To field.
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