Zoho - Zoho CRM - Assignment Rules

Assignment Rules ensure that records are automatically assigned to the right users or teams. This removes the need for manual assignment and increases process speed.

What do they do?

• Automatically assign records from Leads, Deals, Cases, or Custom Modules

• Define rules based on roles, territories, or qualifications

• Maintain process accuracy and balanced workload across the team

Configurations:

Round Robin or Territory-based Assignment
Criteria-based Assignment, such as Industry, Deal Size, or Region
Trigger Events, such as new record creation or status change

Assignment Rules ensure that each record reaches the right person or team on time.