Why do it: This procedure defines how to identify customers who will be manually assigned to selected users.
Procedure
1. Access the Manual Assignment configuration section.
2. Locate the Assignment Criterion field.
3. Click on the dropdown menu and select the desired criterion:
- Select Based on lists to assign customers who are subscribed to specific marketing lists.
- Select Based on tags to assign customers who have specific tags applied to their profile.
4. Depending on the criterion selected in the previous step, a new field will appear:
- If you chose "Based on lists," use the Select lists field to choose one or more lists.
- If you chose "Based on tags," use the Select tags field to choose one or more tags.
> Note: After selecting the criterion and the related lists/tags, you will need to specify Which users do you want to assign these leads to? and define the behavior with current owners (field How do you want to handle current owners?) before clicking the Assign leads button.
