2.5 - Lead Assignment Rule in Enquiry Module

2.5 - Lead Assignment Rule in Enquiry Module


Zoho CRM's assignment rule tool is designed to let you automate the lead assignment process by defining rules based on which leads are assigned to a set of reps. You can configure different criteria based on your industry's specifications like territory, product interest, lead source etc., such that only the leads that satisfy the criteria will be automatically assigned to the selected rep. By automating the lead assignment process, you can save a lot of time and effort and reduce the inadvertent slips that may occur due to manual interventions.  

  

2.5.1 Creating Assignment Rules

You can create an assignment rule for leads, contacts, deals, cases, and custom modules. Configuring assignment rules consist of the following steps.

Step 1 : Enter the basic details.
You should specify the module, rule name and description. 




Step 2 : Select the records to which the rule applies.

The rule can be created either for all records or selected records based on a criteria. For instance, a Sales Manager can set a rule for all the leads from India. 
 



Step 3 : Assign record to-

The records can be assigned to the users either based on category or condition. 

Category - The record can be assigned to individual users or users in roles or groups. When multiple users are selected, the records will be assigned based on the round-robin pattern.

 

 

Condition- The user will be assigned to a record based on the defined criteria, such as the country they are handling. For instance, Steve handles records from India, and Jerusha handles records from the USA. When a lead from the USA comes in, it will be assigned to Jerusha.   

 

 


Step 4 : Check user's availability before assigning a record.

While assigning records you can choose to check the user's availability. The availability of the users is checked based on online status (logged in to CRM) and/or shift timing (if it is mentioned in the company details).  



Step 5. Assign a follow-up task to the user. 

Once the record is assigned to the user, you can add a follow-up task too. For example, you can specify if the user should call or send an email to the lead after the record is assigned. 

 

 


Step 6. Assign Default User

In step 3, you would have selected some users. There can be cases when the records cannot be assigned to these users, then it is advisable to select a user (default user), to whom the records will be assigned. Following are the reasons when the record will be assigned to the default user: 

  1. The selected user is unavailable (not logged in or not available in shift).

  2. The user is deactivated or deleted from the CRM account.



    • Related Articles

    • 2.3 - Enquiry Home Page

      The records are displayed in List Views. Define your own custom views as per your requirements. Some system defined list views are already available, such as Unread Leads, Converted Leads, Recently Created Leads, etc. We have already provided the ...

    • 2.4 - Enquiry Fields and Sections

      You can find all the basic enquiry fields in this layout. If any of the data is coming from a website form, then all the enquiries fields integrate with the fields inside the enquiry module. If they type in any enquiry questions in the Enquiry form, ...

    • 2.6 - Converting Lead Records

      Once your nurturing process is completed and if the enquiries wish to go ahead with any of the services like volunteers, sponsors, donor, members, supplier etc then you can convert them into a Contact, Account and create a Deal/Opportunity. This is ...

    • Lead 2 Vendor (Basic) Overview

      Introduction Lead to Vendor (Basic) is an extension developed by Oscillosoft that allows Zoho CRM user to create a vendor & contact for a lead by a single click from a particular lead details page. Key Features Converts a single lead into its ...

    • How to Convert a Lead to Vendor and Contact

      This article will show you the steps on how to convert a lead from the Leads module to a vendor in the Vendors module and a Contact in the Contact module using our Lead 2 Vendor (Basic) extension. The Process Workflow The process is simple as the ...