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Assignment Rule

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    • Assignment Rule

Assignment Rule

An assignment rule is a tool that allows you to automatically route leads or cases to the queues or users concerned. Each assignment rule consists of multiple rule entries that specify exactly how the leads and cases are assigned (conditions and order of assignments).

 

Nota:

It is possible to have only one active assignment rule and several rule entries that are processed in the defined order (1, 2, 3 …) 

The order is very important as it is strictly followed when a lead or a case are processed.

Each assignment rule can have up to 3000 rule entries, 300 formula criteria rule entries, 25 filter criteria per rule entry

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