Assignment Rules
What is Assignment Rules?
Assignment rules are automated processes used in various systems, particularly in customer relationship management (CRM) and help desk software, to automatically assign incoming records (e.g., leads, cases, tasks) to the appropriate users or queues based on predefined criteria. These criteria can include factors such as geographic location, product interest, company size, skill set, or any other relevant attribute. They streamline workflows, ensure even distribution of workload, and improve response times.
Which job functions mention Assignment Rules?
Which organizations are mentioning Assignment Rules?
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