Geteilte Anleitung

How to set up lead assignment rules

In this how-to guide, you'll learn to create and set up lead assignment rules efficiently.

victoriaworkflowsvictoriaworkflows
·21 Schritte·64 Aufrufe·Veröffentlicht

In this how-to guide, you'll learn to create and set up lead assignment rules efficiently. By following the step-by-step instructions, you will ensure that new leads are automatically assigned to specific owners based on their source, streamlining your lead management process.

Step-by-step Guide21 Schritte

  1. Click on "Click here."

    Click on "Click here."
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  2. Click Automatic assignment

    Click Automatic assignment
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  3. Click Rule

    Click Rule
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  4. Click Lead

    Click Lead
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  5. Click Assign new leads to specific owners

    Click Assign new leads to specific owners
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  6. Click Next

    Click Next
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  7. Click open menu

    Click open menu
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  8. Click Lead source

    Click Lead source
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  9. Click Operator

    Click Operator
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  10. Click is

    Click is
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  11. Click Option

    Click Option
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  12. Click Campaigns

    Click Campaigns
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  13. Click Type

    Click Type
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  14. Click User

    Click User
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  15. Click open menu

    Click open menu
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  16. Click Kayla D

    Click Kayla D
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  17. Click Next

    Click Next
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  18. Click on "Click here."

    Click on "Click here."
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  19. Type "Leads from Campaign" in Rule name

  20. Click on "Click here."

    Click on "Click here."
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  21. Click Save

    Click Save
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