Zoho CRM: How to Automatically Assign Leads to Different Users?
Possible Resolution
Lead Assignment Rules can help you automate the process of assigning the leads to the CRM users. You need to set up lead assignment rules based on your organization-wide lead distribution process so that leads created by importing or generated through web forms are automatically assigned to the respective sales team members.
To set up lead assignment rules
- Click Setup > Automation > Assignment Rules > Leads/Contacts/Cases.
- In the Lead Assignment Rule page, click Create Rule.
- In the New Rule page, enter the Rule Name.
- Click Save.
- In the Lead Assignment Rule page, click Create Rule Entry.
- In the Rule Entry page, do the following:
- Specify Criteria: Select the matching criteria to evaluate the rule.
- Select User: Select the user to whom the lead has to be assigned.
- Add Task: Select the work flow task to be assigned.
- Click Save.