assignment rules in centrahubcrm

Assignment Rule

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field description

Field Specification of Assignment Rule

  • 1.Rule definition:
setup assignment rule definition in centrahubcrm
Rule Name

Enter the name of the Assignment Rule.

Applies to

Select the Assignment Rule applies in the service application from the drop-down list.

Location

From the drop-down list select the location.

Owner

Owner is automatically saved. (The owner is the user of the CRM).

Scope

Select the scope of the Assignment rule. ( public or private)

Description

Enter the description related to the assignment rule.

Allocation type

Select the allocation type from the drop-down list.

  • 2. Assignment Type:
setup type of assignment rule in centrahubcrm

    Assignment type: Select the assignment type.

    Round-robin:If you are selecting assignment type as Round-robin then select the user/queue from the available list. The work assignment will be in the circular process between the selected user.

round robin field setup in assignment rules

    Load value(Load value is leads assigned to user):Select the users/queue from the available list and assign the load value to the user.

load based field setup in assignment rules

    Percentage:Select the users/queue from the available list and assign the percentage to the user. Depending on the ratio value given to the user the request or leads are being assigned.

    Type: Select the type from the drop-down list.

percentage based field setup in assignment rules

    4.Click Finish.

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