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Lead Assignment and Distribution Automation
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Installation
Getting Started
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Configuration
Features
Round Robin Assignment
Capacity Assignment
Set User Sequence
Set Period
Auto-Assign Existing Records
Automatic Assignment on Update
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Auto-Assign Existing Records
Run Assignment is used to auto-assign the already existing Leads (before the installation of solution or creation of assignment rule) in your CRM to respective users as per the newly configured assignment rules. This button is only visible for those entities against which assignment configuration is enabled.
Note: The maximum records that can be assigned is 20. This button is only visible to Lead Assignment and Distribution Automation Administrator and System Administrator
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Set Period
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Automatic Assignment on Update
Last modified 2mo ago
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