Automatic Assignment
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In this tutorial, you’ll learn how to use the Automatic Assignment functionality to automate the assignment of deals and leads in the sales cycle.
You’ll be able to:
– Configure the tool and set up custom rules for automatic assignment
– Assign deals or leads to specific sales reps or teams based on custom fields or other criteria
– Manage and prioritize rules for different entities and events
– Monitor the assignment history and track opportunities that have or haven’t been assigned
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