Assignment Rules
Can I trigger assignment rules for records that are created manually?
No, assignment rules cannot be triggered when records are created manually. They can only be triggered when records: Are imported directly to the Leads, Contacts, Accounts, Deals, Cases, Tasks, or any custom modules Enter any of those modules through ...
Which modules can assignment rules be created for?
Zoho CRM allows admins and users with the relevant permission to create assignment rules for both standard and custom modules. The modules where records frequently enter the system in bulk such as Leads, Applications, Contacts, and Deals can benefit ...
Can assignment rules be triggered for selected records only?
Yes, assignment rules can be triggered for records based on specific criteria. Criteria are used to filter out specific records from all the incoming records. For example, Deals from California, Applications from the US, or Accounts in the IT ...
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 ...
A user is unable to set assignment rules. What should I do?
All users who have the permission to set assignment rules in their profile will be able to create a rule. To check whether the user has the required permission: Go to Setup > Users and Control > Security Control > Profiles. Select the profile 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 ...
A user is unable to create assignment rules for the Contacts module even though they have the permission to create assignment rules. What should I do?
The user will be only able to create assignment rules for the modules they have access to. For example, if the Leads module is not enabled for the Sales Manager profile, users with that profile will not be able to create rules for the Leads module. ...
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 ...
Is it possible to rearrange the rule entries?
Yes, rule entries can be rearranged. Users with permission to configure assignment rules can reorder the rule entries. For example, three rule entries are created with different criteria and you want these criteria to be assessed in a specific order. ...
Can assignment rules be triggered for records created using workflow rules?
No, you cannot apply assignment rules to records that are created through workflow rules. The assignment rules automation only applies to records that are imported or enter CRM through webforms or from third-party applications via APIs. There is an ...
What is the order of execution when all the automation rules are configured?
If all of these automation configurations are set up, they will be executed in the following order: Assignment Rules: Any record entering CRM must have an owner, so the assignment rules are executed first. Review Process: If any incoming records meet ...
FAQs on Assignment Rules
1. Which modules can assignment rules be created for? Zoho CRM allows admins and users with the relevant permission to create assignment rules for both standard and custom modules. The modules where records frequently enter the system in bulk such as ...