You can assign a contact to a rep by entering their name in the Assigned To
field of the contact record or use auto-assignment rules.
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 the Members header.
Your assignment set up is saved automatically and comes into effect.Note
: You can access Settings only if you are an Admin user.