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:
- Deal or contact is assigned to a group
- Deal or contact is not assigned to a user (Assigned To field is empty)
- 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
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