Set up Users

To assign Leads generated from various sources to the users, first it is necessary to set up the users who will be automatically assigned leads or other entity records. After you install the solution and activate the license, a team named as ‘Lead Assignment and Distribution Automation’ gets created in CRM.

Add all the users whom you want to assign leads automatically through this application in the ‘Lead Assignment and Distribution Automation’ team. To add team members follow the steps given below:

• Navigate to Lead Assignment and Distribution Automation App --> Administration -->Teams.

• Select the team ‘Lead Assignment and Distribution Automation’ --> Add team members --> Click on ‘Save’.

Also the users that have been added in the team must have ‘Lead Assignment and Distribution Automation User’ security role.

Note: DO NOT RENAME OR DELETE THIS TEAM.

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