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How do I configure an Assignment Rule?

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Configuring Assignment Rule
Follow these steps to configure Assignment Rules in Vtiger CRM:

  1. Click the User Menu on the top right corner of the screen.
  2. Click Settings.
  3. Go to Automation.
  4. Click Assignment Rules.
  5. Click the Select Module drop-down to select the module on which you want to apply the assignment rule.
  6. Select a group from the list of all Available Groups.
  7. Select an Assignment Mode in Assigned Groups - Round Robin or Least Loaded.
  8. Select the Members (Users) of the group to whom the records must be assigned.
To know more about Assignment Rules, click here.
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