This guide explains how to configure lead assignment to specific users, both through automatic rules and manual assignment.
1. Automatic Assignment (Rule Configuration)
This procedure allows you to define permanent rules to automatically assign new leads to selected users based on specific criteria (lists, tags, or conditions).
Procedure
1. Access the settings section and select the Automatic Assignment tab.
2. If you have not yet defined an assignment criterion, click the Add Criterion button.
3. Within the criterion block (where the Assignment Criterion is defined), scroll down to find the field: To which users do you want to assign the leads in question?.
4. Click on the field and select one or more specific users from the dropdown list. Users are listed with their name and email (e.g., User Name (email@example.com)).
5. If you want leads to be distributed evenly among the selected users (avoiding that one user receives all leads), locate the User Rotation section.
6. Check the box under User Rotation with the option Assign in rotation.
> Note: You can also combine selecting specific users with selecting entire groups of users via the field To which roles do you want to assign the leads in question?.
2. Manual Assignment (One-Time Execution)
This procedure allows you to perform an immediate assignment of a batch of existing contacts to specific users.
Procedure
1. Access the settings section and select the Manual Assignment tab.
2. Set the Assignment Criterion (Based on lists or Based on tags) and select the target contacts.
3. Locate the field: To which users do you want to assign the leads in question?.
4. Click on the field and select one or more specific users from the dropdown list.
- If you select the option None, you will remove ownership assignment from all selected contacts.
5. In the field How do you want to handle current owners?, choose whether to:
- Keep only new owners (Replaces existing owners).
- Keep both old and new owners (Adds new users to existing owners).
6. Click the Assign Leads button to start the manual assignment process.
