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Chapter 4. Prospecting Leads > Creating assignment rules for automatic routing
Creating assignment rules for automatic routing
If your company generates lots of leads, assignment rules can help distribute the workload and get leads to the right users. This gives you a better chance that leads won't become stagnant. A lead assignment rule is a feature that lets the administrator define who should receive a lead and under what conditions. For example if your reps have sales territories defined by ZIP Codes, you could use those ZIP Codes to dictate who should get what.
To create a lead assignment rule, follow these steps:
Click Setup ⇨ Customize ⇨ Leads ⇨ Assignment Rules
If you have not yet set the default lead owner, the Lead Settings page appears and you are asked to select the default lead owner. The buck stops with this person or queue, as far as lead routing goes. Once you have made this selection, Salesforce returns you to the Lead Assignment Rules page.
Click New to create a new assignment rule.
The New Lead Assignment Rule page appears in Edit mode.
Enter a title in the Rule Name field, select the check box if you want to make it the active assignment rule, and click the Save button.
The Lead Assignment Rule page reappears. You can have only one active rule at any time, but the rule can have multiple entries. Click the name of the rule to saved page for that rule.
Click New on the Rule Entries related list.
A Rule Entry Edit page appears.
Complete the steps as follows:
Enter a number in the Order field to set the order.
Select criteria to define the rule. See the section “Creating custom lead views” for details on selecting criteria. In this case, you might put ZIP Code Equals 02474.
Use the drop‐down list and Lookup icon to select the user or queue.
Use the Lookup icon to choose a Notification Template. The assignment rules can be set to send e‐mail alerts to recipients of new leads.
When done, click the Save button or the Save & New button.
If you click the Save button, the New Lead Assignment Rule reappears.
If you click the Save & New button, a new Rule Entry Edit page appears, and you can repeat Steps 5 and 6 until you finish.
