Auto-assign rules

Why use this

Open Auto-assign rules when inbound leads need to land with the right teammate automatically.

Benefits:

• Route inbound leads automatically to the right teammate
• Skip the manual "who takes this" loop in chat
• Balance load across the team with rules
• Catch missed assignments before they cost a deal

What this is

Auto-assign rules route incoming leads to a teammate (or queue) based on criteria like region, source, score, or industry.

Who can access it

Owner, admin, member, viewer, agency, founder.

What it does

• Build rule conditions.
• Specify the assignee (user or round-robin queue).
• Preview which leads each rule would route.

How to use it

1. Open /leads/auto-assign.
2. New rule.
3. Pick conditions and assignee.
4. Save. New inbound leads pick the matching rule.

Rules and limits

• Rules evaluate in order. First match wins.