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ZOHO CRM – Assignment Rules

By November 24, 2017No Comments

Did you know that you can create rules to automatically assign records to your users based on criteria?  A great example of using this feature is setting up Lead Assignment Rules.  There are Three parts to defining an Assignment Rule.

PART I:  Criteria – defines which records the rule will be applied to

… an example would be when the rating is changed to “Active” the record is assigned to a new owner

PART II: Owner – which user is assigned

… This can be a straight assignment to a selected user, or you can choose a “Round
Robin ” assignment to a group of users, by User, Role or Group.

PART III: Follow-up Task – creates a task for the assigned user.

You can also create multiple rules, so you can have a scenario where you assign to users based on geography (state, Zip Codes, etc…)

Try it!!

Suzanne Kirkland

Author Suzanne Kirkland

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