FAQs in this section
When are Assignment Rules triggered?
Are Assignment Rules available for the Organizations module?
Are Assignment Rules available in the Sales Starter edition?
What are the different assignment modes available in Vtiger CRM?
How does the Round Robin assignment mode work?
How does the Least Loaded assignment mode work?
Can all users define or configure an Assignment Rule?
How do I configure an Assignment Rule?
Why can't I add a member to an assignment rule?
Are Assignment Rules affected by the user type?
Are there any conditions that must be satisfied for assignment rules to work?
Can I configure a round robin assignment for groups?
How can I configure the Round Robin assignment between groups?
Can I have roles instead of users as a part of a group in an assignment rule?
Will the records created through RSForms trigger an Assignment Rule?
Will an Assignment Rule work if an assignment is made using workflows?
Is Assignment Rules supported for Business Hours?
How do I remove a group from an Assignment Rule?
How can I remove a member from an Assignment Rule?
Can I assign users based on their business hours from the Assignment Rules configuration?
What are Assignment Rules?
Table of Contents
Assignment rules are used to automatically assign records one after the other to your sales, support, and marketing groups using different assignment modes.
Keep in mind that you should have defined an assignment rule for a particular module and group.
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