When a lead is added in Freshsales, the lead’s data is run against the territory rule. If the data satisfies the conditions of the rule, the lead is assigned to the territory. Leads in a territory are auto-assigned to users assigned to the same territory in a round-robin fashion.
How can I assign leads to a set of users equally?
Modified on: Mon, 27 Apr, 2020 at 4:34 PM
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