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How can I configure an Assignment Rule?

Table of Contents

Follow these steps to configure Assignment Rules in Vtiger CRM:

  1. Sign in to your account.
  2. Click the User Menu on the top right corner of the screen.
  3. Click the Settings button.
  4. Go to the Automation section.
  5. Click Assignment Rules.
  6. Click the Select Module drop-down to select the module on which you want to apply the assignment rule.

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  1. Select a group from the list of all Available Groups.

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  1. Select an Assignment Mode in Assigned Groups - Round Robin or Least Loaded.

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  1. Select the Members (Users) of the group to whom the records must be assigned.

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To know more about Assignment Rules, click here.
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