Create assignment rules to automate your organization’s
lead generation and support processes.
lead generation and support processes.
- Lead Assignment Rules—Specify how leads are assigned
to users or queues as they are created manually, captured from the
web, or imported via the lead import wizards.
- Case Assignment Rules—Determine how cases are assigned
to users or put into queues as they are created manually, using Web-to-Case,
Email-to-Case, On-Demand Email-to-Case, the Self-Service portal, the Customer Portal, Outlook, or Lotus Notes.
