Manage assignment rules for routing
Assignment rules enable new leads and opportunities to be automatically assigned to sellers or sales teams. This helps reduce the amount of time and effort required to manually assign records, prevent the loss of unassigned records, and balance assignments among sellers.
License and role requirements
|Requirement type||You must have|
|License||Dynamics 365 Sales Premium or Dynamics 365 Sales Enterprise
More information: Dynamics 365 Sales pricing
|Security roles||System Administrator, Sequence Manager, or Sales Manager
More information: Predefined security roles for Sales
Use the assignment rules designer
As an administrator or sequence manager, you can create rules that match lead or opportunity attributes (such as location and language) with seller or team attributes (such as location and language). For example, when a lead is created and satisfies the conditions of a specific rule, the lead is automatically assigned to a seller.
You can use the assignment rules designer to do the following tasks:
- Create and activate an assignment rule.
- Edit an assignment rule.
- Delete or deactivate an assignment rule.
- Manage sales teams.
- Manage seller attributes.
Review the prerequisites
Before you start, be sure the sales accelerator feature is configured in your organization. More information: Configure the sales accelerator
Can't find the options in your app?
There are three possibilities:
You don't have the necessary license or role.
Your administrator hasn't turned on the feature.
Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box apps such as, the Sales Hub or Sales Professional app.