Shared guide

How to set up lead routing rules

Step-by-step guide covering: Click More; Click Automatic assignment; Click Rule; Click Lead.

victoriaworkflowsvictoriaworkflows
·21 steps·5 views·Published
Step-by-step Guide21 steps

  1. Click More

    Click More
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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 Lead added

    Click Lead added
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  6. Click Next

    Click Next
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  7. Click on "Click here."

    Click on "Click here."
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  8. Click Label

    Click Label
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  9. Click Operator

    Click Operator
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  10. Click is

    Click is
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  11. Click open menu

    Click open menu
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  12. Click Hot lead

    Click Hot lead
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  13. Click on "Click here."

    Click on "Click here."
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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 Victoria A

    Click Victoria A
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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 "Hot Leads" 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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