Zoho CRM: New Assignment Rules

Zoho CRM: New Assignment Rules

Zoho CRM is introducing a new feature to make assignment rules even more flexible and powerful. Administrators can now automate the assignment of records based on specific criteria. These criteria can be related to the fields in the record or the user associated with the record.

Examples of New Assignment Rules  

  • Field-based criteria for assignment: An admin could automate records with the "Country" field set to "Canada" to be assigned to Kate.

  • User-based criteria for assignment: An admin could automate records created by Harriet to be reassigned to Evelyn.

New User-Based Criteria Qualifiers  

Previously, the available qualifiers for user-based criteria were limited to: is, isn't, is empty, and is not empty.

 

 

 

 

Now, Zoho CRM is introducing two new qualifiers:

  • belongs to Role

  • does not belong to Role

How It Works  

These new qualifiers allow administrators to assign records to users based on their roles. For instance, Zylker Architecture, an architecture firm, can use this feature to assign deals to senior architects automatically. If a deal requires a senior architect, the system can now assign it to any architect in a senior role.

 


Benefits of the New Feature  

This role-based user criteria enable more specific and accurate automated assignments, enhancing the efficiency of the CRM system.

This enhancement is available for all users across all data centers (DCs).

 

Zoho CRM welcomes feedback on this new feature. Users can leave comments in the comment section.

 

This update aims to make Zoho CRM even more efficient and user-friendly. Enjoy the new feature and streamline your assignment processes! for more details regarding application or implementation contact pfc-group.com.

 


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