What will happen if I choose multiple users to assign the records to?

If you choose multiple users or a group or role, then the records will be assigned in a round robin pattern. For example, if you choose the Managers role then the records will be assigned to all users in the Managers role in a round robin pattern.

If multiple users are selected, CRM has an option to assign the records based on users' availability. Read more about the shift hours configuration in CRM and multiple user assignment rules.

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• How to automatically assign Leads to different users?

  You can assign leads to different users automatically by configuring Assignment rules . However, you can apply assignment rules only for those leads that are generated through import, webforms, and API. Note : Assignment rule does not apply to the ...

• How do I import records and assign them to other users in my organization?

  You can import records and assign them to other users in your organization through three options: Users: You can select a particular user and assign all the leads to that user. Lead Assignment Rules: You can create rule criteria for assigning the ...

• What will happen to new records which do not meet the criteria for any of the assignment rules?

  If a record does not match any of the criteria, it will be assigned to the default user. During the assignment rule configuration, the users, roles, groups to assign the records to are entered in Rule Entry. If you select multiple users, roles, or ...

• Can I assign records based on shift hours using assignment rules?

  Yes, you can assign the records based on shift hours. Shift hours are set by your administrators in the Business Hours under the Company Details in the General Settings. Users can be associated with shift hours based on their work hours. If, when ...

• How do I assign shifts to the users?

  You can only assign one shift to a user at a time. To assign shifts to users: Go to Setup > General > Company Details > Business Hours. Click Create New Shift Hours. Choose Timezone and then Define Shift Days and Hours. Choose users in Assign To. ...