Difference between revisions of "How to Auto Assign Leads"

From Commence CRM-Help

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[[File: Auto_Assign_1.jpg]]
 
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3. Enter a rule name and description. For example

Revision as of 18:22, 3 January 2013

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.

Drip marketing leads 1.jpg

The lead rule listing screen displays.


2. Click New. The New Marketing Rule screen displays.

Auto Assign 1.jpg

3. Enter a rule name and description. For example