Assignment rules
Share new leads out to your team in turn, or by source, area or value, so every enquiry has an owner straight away.
Assignment rules decide who gets a new lead. Go to Settings › Automation › Assignment rules.
Add a rule
- Click Add a rule and give it a name, such as Website leads.
- Under Which leads, add conditions, such as Source is Website or City contains Chennai. With no conditions, the rule takes every new lead.
- Under Give them to, tick one person, or several people to take turns (round-robin).
- Click Save rule.
Which rule wins
New leads go to the first rule they match, top to bottom. Use the arrows to change the order. Put narrow rules (Website leads) above a catch-all rule (Every new lead).
When no rule matches, the lead stays with the person adding it, or with nobody for a web form.
Where rules are used
| Where | How |
|---|---|
| Web forms | Forms whose Give new leads to is set to The assignment rules. See Web forms and custom fields. |
| Excel import | Choose Auto-assign (assignment rules) as the owner. See Import leads and contacts. |
| New lead | Choose Auto-assign (assignment rules) as the owner. |
The new owner gets a bell alert, and the lead's history shows which rule gave it to them. Each rule shows how many leads it has assigned.
Plans
Assignment rules are available in the Standard plan and above.