How to Auto Assign Leads - Revision history

J.collier at 18:28, 3 January 2013

2013-01-03T18:28:46Z

2013-01-03T18:22:15Z

2013-01-03T17:54:09Z

2013-01-03T16:39:32Z

2013-01-03T16:39:20Z

2013-01-03T15:50:44Z

2013-01-03T15:50:24Z

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2013-01-03T15:41:37Z

← Older revision		Revision as of 18:28, 3 January 2013
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	[[File: Auto_Assign_1.jpg]]		[[File: Auto_Assign_1.jpg]]

−	3. Enter a rule name and description. For example	+
		+	3. Enter a rule name and description. For example, "CA Leads Rule" for a rule that defines the criteria for assigning California-based leads to a particular account manager.
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		+	4.

← Older revision		Revision as of 18:22, 3 January 2013
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	[[File: Auto_Assign_1.jpg]]		[[File: Auto_Assign_1.jpg]]
		+
		+	3. Enter a rule name and description. For example

← Older revision		Revision as of 17:54, 3 January 2013
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	2. Click '''New'''. ''The New Marketing Rule screen displays.''		2. Click '''New'''. ''The New Marketing Rule screen displays.''

−	[[File: ~~Auto_Assign_1a~~.jpg]]	+	[[File: Auto_Assign_1.jpg]]

← Older revision		Revision as of 16:39, 3 January 2013
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	The Auto Assign functionality in Commence On Demand allows you to create rules that assign leads to users based on the criteria you specify. When creating the rules you have the ability to specify what set of leads to assign and which lead list to move the lead to after assignment.		The Auto Assign functionality in Commence On Demand allows you to create rules that assign leads to users based on the criteria you specify. When creating the rules you have the ability to specify what set of leads to assign and which lead list to move the lead to after assignment.
		+

	1. From the Leads module select '''Auto Assign''' from the Home section of the screen.		1. From the Leads module select '''Auto Assign''' from the Home section of the screen.

← Older revision		Revision as of 16:39, 3 January 2013
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		+	The Auto Assign functionality in Commence On Demand allows you to create rules that assign leads to users based on the criteria you specify. When creating the rules you have the ability to specify what set of leads to assign and which lead list to move the lead to after assignment.
		+
	1. From the Leads module select '''Auto Assign''' from the Home section of the screen.		1. From the Leads module select '''Auto Assign''' from the Home section of the screen.

← Older revision		Revision as of 15:50, 3 January 2013
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	2. Click '''New'''. ''The New Marketing Rule screen displays.''		2. Click '''New'''. ''The New Marketing Rule screen displays.''

−	[[File: ~~Auto_Assign_1_a~~.jpg]]	+	[[File: Auto_Assign_1a.jpg]]

@@ Line 1: / Line 1: @@
 . From the Leads module select '''Auto Assign''' from the Home section of the screen.
-[[File: Drip_marketing_leads_1_a.jpg]]
+[[File: Drip_marketing_leads_1.jpg]]
 ''The lead rule listing screen displays.''
@@ Line 8: / Line 8: @@
 . Click '''New'''. ''The New Marketing Rule screen displays.''
-[[File: Auto_Assign_2.jpg]]
+[[File: Auto_Assign_1_a.jpg]]

← Older revision		Revision as of 15:41, 3 January 2013
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	2. Click '''New'''. ''The New Marketing Rule screen displays.''		2. Click '''New'''. ''The New Marketing Rule screen displays.''

−	[[File: ~~Auto_Assign_1~~.jpg]]	+	[[File: Auto_Assign_2.jpg]]