Announcement

Collapse
No announcement yet.

Auto assign leads based on previous record.

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Katia
    replied
    Hi Ryan,
    To solve your issue I used the Workflows feature and created the Workflow with the Target Entity 'Lead', Trigger type 'After record created', Actions > Execute Formula Script.

    After you create a Lead with an email address, added formula from the Workflow will help you to find the existing Lead with the same email address and then add the needed Assigned User to the new Lead.

    I attached the screenshots with the Workflow and explaining the Formula.

    Attached Files

    Leave a comment:


  • Vadym
    replied
    Hi ryanlim,

    Here you have an action in the Workflow:


    Also, you can specify the conditions that must be met to trigger the workflow:

    Leave a comment:


  • ryanlim
    replied
    Is there anyone can assist me on this? As I know this involving workflows.

    Leave a comment:


  • ryanlim
    started a topic Auto assign leads based on previous record.

    Auto assign leads based on previous record.

    Hi,

    May I know is it possible to assign the lead to same team member if the email was found in previous record? If yes, then how to make it happen?

    Thanks!
Working...
X