This article will guide you on how to automatically assigned leads based on weightings you assign to each staff type.
To setup Lead Assignment Rules, navigate to Setup > Automation > Lead Assignment.
When new leads are added it is possible to automatically assign them to specific staff types based on the rules you define. This screen will display a list of all your existing staff types.
Assign a weight to each staff type using the weighting options provided to the right. You can select GETS NONE if you wish for that staff type to not have any leads assigned to them. You can also choose from the scale 1 - 10 (1 = gets less, 10 = gets more).
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Club Setup: Can access setup
- Club Setup: Can access lead assignment setup