Lead Assignment Rules

[ktm]

We currently have lead assignment rules set up for our web leads. I have been asked to now implement a round robin assignment for leads being passed from a lead gen group to the sales team.

The lead sprinkler process seems straightforward enough, however I haven't been able to find a way to manually trigger the assignment rule. Anyone have experience with this? Thanks!

[Mattias Nordin · Accepted solution]

You can manually send an existing rule through the auto assignment rules at any time by doing the following:

1. Open the lead.
2. Press "edit"
3. Check the "Assign using active assignment rule"-checkbox.
4. Press save

If you dont have the "Assign using active assignment rule"-checkbox on your lead page you need

to add this to your page layout. Its not a field. You need to press the "Layout properties"-button on the page
layout to be able to add it.

Please vote for the following idea while you are at it

"re-run through assignment rules after lead import"

http://ideas.salesforce.com/article/show/10095592/

Best regards
Mattias Nordin

http://MattiasNordin.net 

[ktm]

Thanks!  I knew this check box existed but couldn't find it on the new page layout.

Idea promoted, too.