Prioritize assignment rules
When assignment rules run, a lead or an opportunity might meet the criteria of multiple rules. To determine which rule should take precedence, you can set their priority. A record that matches more than one rule is assigned by the rule that has a higher priority.
Segments and assignment rules are part of the work assignment feature. Work assignment is available in sales accelerator version 9.1.23074.10021 and is rolling out in phases in different regions. Learn more about work assignment.
Change the priority of an assignment rule
Sign in to your Sales Hub app.
In the lower-left corner of the page, select Change area > Sales Insights settings.
Under Sales accelerator, select Work assignment.
Select a Record type to view the segments of that type.
Open a segment that has at least two assignment rules, and then select the Assignment rules tab.
Change the priority of the rules using either of these methods:
- Hover your pointer over a rule and use the drag handle (⋮⋮) to drag the rule up or down in the list. The change is saved automatically.
- Select a rule, select Change rule priority, type the new priority number, and then select Save.
Can't find the feature in your app?
There are a few possibilities:
- You don't have the necessary license to use this feature. Check out the comparison table and the licensing guide to see which features are available with your license.
- You don't have the necessary security role to use this feature.
- To configure or setup a feature, you need to have the Administration and customization roles
- To use sales-related features, you need to have the Primary sales roles
- Some tasks require specific Functional roles.
- Your administrator hasn't turned on the feature.
- Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.