Set up custom rules to avoid the labor of assigning leads to the right sales rep.
Set up rules to trigger automatic lead distribution and define which sales rep leads should be assigned to. These rules will trigger whenever a new lead is added to your account via a web form or via an import.
To apply your auto-assignment rules when you create leads manually in Nutshell, select Auto-assign from the assignment dropdown. Choosing the name of a teammate or team in this dropdown will override any existing automatic assignment rules.
Administrators can set up your rules to auto-assign leads on the User Assignment page in the Setup menu.
By default, if you do not set up any rules, your new leads will be unassigned.
Any leads coming in that don't apply to the rules you set up will be assigned by default to the user or team you select as the default user assignment (located at the top of your list of rules).
When you select a team as the default assignee, you can check the box next to Round-robin to automatically distribute the leads evenly amongst the members of the team.
You can choose a single user or an entire team to be assigned your new leads. If you select a team, you can round-robin your leads among the members of that team or keep the leads assigned to the entire team. The latter is a good option for when your team tends to select their leads from a pool.
Rules can be applied based on:
- Company Type
The rules are examined from top to bottom, and the first matching rule is used first.
Remove or add new rules
To add a new rule, click on the + on the right side of the rule. To remove a rule, hover over the assignment rule until the red X appears in the upper left corner.