Assignment rules
This page shows you how to get every new lead or deal to the right salesperson automatically — so nothing sits unassigned and prospects get a fast response.
Assign by hand
Section titled “Assign by hand”On any lead or deal, set the owner / assigned to field. Fine for a small team, but easy to forget when leads pour in.
Assign automatically
Section titled “Assign automatically”An assignment rule hands out new records for you. The common setups:
- Round-robin — share leads evenly across the team, one each in turn.
- Load-balancing — give the next lead to whoever has the fewest open ones.
- By territory or type — route by region, product, or source to the right specialist.
Set rules up under Settings → Assignment Rules: pick what they apply to (leads, deals), the condition, and the agents to share between.
Why it matters
Section titled “Why it matters”Speed wins deals. A lead that’s assigned and contacted within minutes is far more likely to convert than one that waits for someone to notice it. Assignment rules make that automatic, even out of hours.