Assignment Rules

Create assignment rules to automate your organization’s 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.

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