Why do it:
This setting allows you to define which user roles (e.g., "Seller," "Manager") will automatically receive leads that meet the specified assignment criteria.
Procedure
1. Access the Automatic Assignment configuration section.
2. If you have not yet defined a criterion, click the Add criterion button.
3. Within the criterion block (identified as rowDuplication), locate the section labeled: Which roles do you want to assign the leads to?.
4. Click on the selection field below to view the list of available roles.
5. Select one or more roles to which you want to assign the leads.
Note: You can also select specific users via the adjacent field: Which users do you want to assign the leads to?.
6. If you want leads to be distributed evenly among users belonging to the selected roles, make sure the Assign in rotation box is checked in the User rotation section.
7. Remember to save any changes made to the configuration.
