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Automatic Assignment
In this lesson, you’ll learn how to use the Automatic Assignment functionality to automate the assignment of deals and leads in the sales cycle. You’ll be able to:
Configure the tool and set up custom rules for automatic assignment
Assign deals or leads to specific sales reps or teams based on custom fields or other criteria
Manage and prioritize rules for different entities and events
Monitor the assignment history and track opportunities that have or haven’t been assigned
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Sugerencia
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Custom field to trigger automation
5 mins
Date-triggered automation
4 mins
Getting started with Automations
4 mins
Set up automations for other users
4 mins
Set up your first automation
4 mins