How to automatically assign Leads to different users?

How to automatically assign Leads to different users?

Lead Assignment Rules can help you automate the process of assigning leads to all CRM users. You can set up lead assignment rules based on your organization-wide lead distribution process, to ensure that leads created through import or generated through web forms are automatically assigned to the respective sales team members.

To set up lead assignment rules
  1. Click Setup > Automation > Assignment Rules.
  2. In the Assignment Rule page, select a Module from the drop-down list and click Create Rule.
  3. In the New Rule page, enter the Rule Name.
  4. Click Save.
  5. In the Lead Assignment Rule page, click Create Rule Entry.
  6. In the Rule Entry page, follow these steps:
    • Criteria: Enter criteria for the rule entry.
    • Record Owner: Choose from one of the options to assign an owner to the record.

  1. AssignTo: Select the user who should be assigned as the owner of the records.
  2. AssignTo users in Round Robin: Select Users, Roles or Groups from the drop-down list. Records will be assigned to the list of selected users.
         

     Workflow Task: Select the workflow task that needs to be assigned. See Also Workflow Tasks 
   3. Click Settings > Setup > Automation > Assignment Rules.
   
   7. Click Save.

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