Auto-assign incoming leads

Why use this

You route new leads to the right teammate or queue automatically based on rules.

Benefits:

• Removes manual lead assignment work
• Conditional rules with first-match-wins
• Testable with a sample lead

Who this is for: Owner, Member. Time to complete: ~5 minutes. You''ll need: Teammates and a routing logic in mind.

Outcome

New leads route to the right teammate or queue automatically.

Steps

1. Open /leads/auto-assign.
2. New rule with conditions and assignee.
3. Save.
4. Test with a sample lead.

What can go wrong

• Rules conflict: order matters; the first match wins.

Related

• help-leads-auto-assign.