CRMHow to Use Rule-Based Assignment
With a Rule-based assignment, you may assign leads to salespeople regularly according to predetermined guidelines. Turn this feature on in the Settings menu, as indicated below.
There are two choices under the “Running” selection list: Manually and Repeatedly. With the former, you may use an action button from the Sales Teams form view to assign leads. You can adjust the time between subsequent cron runs by choosing “Repeatedly.”
The gap is set to “1 Day” in this case. Up to the cron run, the system allows the following day.
In the Sales Teams form view, a new area named ‘Assignment Rules’ may be seen.
To specify the rules for the assignment, click “Edit Domain.” As seen below, a pop-up window will appear.
This window allows you to apply your condition. The criteria applied in this case is “Country contains US.” This filter will match this sales team with US leads.
It also allows you to provide a different domain to each salesperson. When you click “Add” on the Members tab, a pop-up box will open where you may specify it.
To add filters to the domain, click “Add Filter.” In this manner, based on the domain selected, any member of the same team may receive a distinct lead.
To assign leads to the team, click the Assign Leads button.