Assignment rules help you automatically assign the records to users in Client Management System. The assignment rule is applicable only for the leads, contacts, cases and records in custom modules that are imported or the ones that are captured through web forms. Based on the organization-wide record distribution process or round-robin process, you can automatically assign owner to the records.

Record Assignment Workflow

• Create an assignment rule and associate rule entries to the rule.
• Select the required assignment rule in the lead/contact/case import tool or web form.
• While importing records, first the record is evaluated based on the assignment rule criteria and then assigned to the Client Management System user.

Limitations

• You can associate up to 25 different criteria in each rule entry.
• Though you set multiple rules, users can select only one rule at a time.
• Assignment rules can be used for the records generated through import tool and Web-to-form only.
• You cannot assign leads/contacts to users if you are creating them manually.

To set up an assignment rule

1. Click Setup > Automation > Assignment Rules.
2. In the Assignment Rule page, select a Module from the drop-down list and click Create Rule.
3. In the New Rule page, enter the Rule Name.
4. Click Save.
   
5. In the [Module] Assignment Rule page, click Create Rule Entry.
6. In the Rule Entry page, do the following:
• Criteria: Enter criteria for the rule entry.
  Record Owner: Choose one of the options to assign owner to the record.
  • Assign To: Select the user who should be assigned as the owner of the records.
  • Assign to users in Round robin: Select Users, Roles or Groups from the drop-down list. Records will be assigned to the list of selected users.
    
• Workflow Task: Select the workflow task to be assigned. 
• Click Setup > Automation > Assignment Rules
7. Click Save.