Follow these steps to configure Assignment Rules in Vtiger CRM:
- Sign in to your account.
- Click the User Menu on the top right corner of the screen.
- Click the Settings button.
- Go to the Automation section.
- Click Assignment Rules.
- Click the Select Module drop-down to select the module on which you want to apply the assignment rule.
- Select a group from the list of all Available Groups.
- Select an Assignment Mode in Assigned Groups - Round Robin or Least Loaded.
- Select the Members (Users) of the group to whom the records must be assigned.
To know more about Assignment Rules, click here