How Do You Set Up Lead Assignment Rules in Zoho CRM to Automatically Distribute Leads to Sales Reps?
Lead Assignment Rules ensure that new leads are automatically routed to the right sales reps based on geography, product interest, source, or custom conditions.
Create an Assignment Rule:
Go to Setup → Automation → Assignment Rules → + Create Rule.
Select the Leads module and give your rule a name (e.g., “North Region Leads”).
Add Assignment Conditions:
Example: If “State = California,” then assign to “Sales Rep A.”
You can add multiple rules for different territories, products, or lead sources.
Choose Assignment Type:
Assign leads in Round-Robin, based on Criteria, or randomly within a team.
Activate the Rule:
Make sure your Web Forms or integrations specify this rule to be applied.
Why This Workflow Matters:
Automated lead routing reduces response time, prevents leads from being missed, and ensures fair and efficient workload distribution across the team.
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