Salesforce for Beginners

Creating lead assignment rules

To create a lead assignment rule, we need to perform a few steps:

1. Navigate to the Setup page | the Home tab | Feature Settings | Lead Assignment Rules, as shown in the following screenshot:

2. This will take you to the next step in creating the lead assignment rule. Click on New:

3. This takes us to the following page, where we check the Active checkbox (1) to mark this rule as Active, enter the Rule Name (2), and click on Save (3):

After doing this, we will be sent to the following page:

Here, you can see that ...