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Assignment Rules

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Assignment Rules

The primary step in a business is to gather quality leads from multiple sources, and engage them in different marketing activities. For a good conversion rate, it is important to pay attention to every lead that is gathered.

 

With large number of leads entering the business through multiple sources such as webforms, trade shows, channel partners, etc., it can be challenging to ensure that each one is contacted, followed, and pursued.

 

Assignment Rules is a tool that can address this by optimally distributing the leads among the sales reps based on conditions. It can also be used to  automatically assign Contacts, Deals, Cases or custom records to the respective CRM users.

 

In this video, you will learn the process of automatic distribution of records among CRM users based on the specified criteria. Additionally, you will learn to add follow-up tasks that must be carried out by the sales rep when a record is assigned.  

What is the first step to set an assignment rule?

Set a criteria for the rule

Correct

Well done! You have identified the first step in setting up an assignment rule.

Add a follow-up task

Incorrect

Sorry! You need to set a criteria first.

Select an owner for the record

Incorrect

Sorry! You need to set a criteria first.

What does an assignment rule help in?

Change ownership of records

Incorrect

Sorry! An assignment rule does not help to change ownership of records.

Assignment of records to sales reps

Correct

Well done! An assignment rule helps to assign records to sales reps.

Assigning of tasks to reps

Incorrect

Sorry! Sorry! An assignment rule does not help to assign tasks to reps.

An assignment rule can be applied to:

Only records that match certain conditions

Incorrect

Sorry! An assignment rule can be applied to all records or records matching certain conditions

All records or records matching certain conditions

Correct

Well done! An assignment rule can be applied to all records or records matching certain conditions

Records can be assigned to:

Individual users

Incorrect

Sorry! Records can be assigned to more than just individual users.

Users in groups

Incorrect

Sorry! Records can be assigned to more than just users in groups.

Users in roles

Incorrect

Sorry! Records can be assigned to more than just users in roles

All of the above

Correct

Records can be assigned to individual users, users in groups, and users in roles.

What happens when multiple users are selected in an assignment rule?

The system will throw an alert

Incorrect

Sorry! Records will be assigned based on round robin pattern

Records will be assigned based on round robin pattern

Correct

Well done! Records will be assigned based on round robin pattern

Selected records can also be assigned using the Assignment rules.

True

Incorrect

Sorry! Records matching specified conditions can also be assigned using the Assignment Rules.

False

Correct

Well done! Records matching specified conditions can also be assigned using the Assignment Rules.

Assignment rule can be set for the following:

Only Leads

Incorrect

Sorry! Assignment rules can be set for leads, contacts, deals, and records from custom modules.

Only Leads entering CRM from other sources

Incorrect

Sorry! Assignment rules can be set for leads, contacts, deals, and records from custom modules.

Leads, contacts, deals and records from custom modules

Correct

Well done! Assignment rules can be set for leads, contacts, deals, and records from custom modules.

Records can only be assigned to selected users.

True

Incorrect

Sorry! Records can be assigned to users matching specified conditions.

False

Correct

Well done! Records can be assigned to users matching specified conditions.

While setting up an assignment rule, you can also:

Add a follow-up task for the record owner

Correct

Well done! You can also add a follow-up task for the record owner.

Choose an alternative user who will be assigned the record if the criteria does not match with any user.

Incorrect

Sorry! You cannot choose an alternative user who will be assigned the record if the criteria does not match with any user.

Update a field in the record

Incorrect

Sorry! You cannot update a field in the record.

You cannot use Assignment Rules if you are creating the records manually.

True

Correct

Well done! You can only use Assignment Rules for records generated through import, Webform, and API.

False

Incorrect

Sorry! You can only use Assignment Rules for records generated through import, Webform, and API.

On what basis does one check the availability of a user?

Only online status

Incorrect

Sorry! The availability of a user is checked based on their online status and/or shift timing.

Online status and/or shift timing

Correct

Well done! The availability of a user is checked based on their online status and/or shift timing.

Only shift timing

Incorrect

Sorry! The availability of a user is checked based on their online status and/or shift timing.

Who is a default user?

A user who is assigned by default, such as the record owner

Incorrect

Sorry! A default user is not one who is assigned by default.

A user who is assigned when the specified criteria is not met

Correct

Well done! A default user is one who is assigned when the specified criteria is not met.

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