Use assignment rules to manage seller availability and auto-assign leads
Important
This content is archived and is not being updated. For the latest documentation, go to Welcome to Dynamics 365 Sales. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.
| Enabled for | Public preview | Early access | General availability |
|---|---|---|---|
| Admins, makers, marketers, or analysts, automatically | - | - | 
Nov 30, 2023 |
Business value
Assignment rules empower sales managers to automatically find owners for leads or opportunities based on seller availability and capacity. Sometimes leads and opportunities must be assigned to a team or added to a queue to allow sellers within the team or with access to the queue to pick them up. This feature allows:
- Users to define rules to automatically assign leads or opportunities to a team based on dynamic matching criteria between lead/opportunity attributes and team attributes.
- Users to define rules to automatically add a lead or opportunity to a queue based on dynamic matching criteria between lead/opportunity attributes and queue attributes.
- Sales managers to easily update a seller's calendar and availability to automatically receive leads and opportunities.
Feature details
As a sales manager, you can automatically assign leads and opportunities to sales teams or add to a queue. You can also manage the seller's availability. You'll have the following capabilities:
- Define dynamic conditions between lead and opportunity attributes and team/queue attributes.
- Define conditions for attributes of related entities.
- Define up to five matching conditions per rule.
- If a rule finds multiple teams or queues, then choose to skip or assign to any one of the matching teams or queues.
- When a seller is away and unavailable, you can update their availability on the calendar.
