Manage seller attributes in assignment rules

Article
04/13/2022

Seller attributes help you define skills of sellers such as languages, location, country, and skills. After you define attributes, you can use these attributes while configuring the rules to automatically assign leads to 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

Manage seller attributes

As an administrator or a sequence manager, you can create attributes and add values. For example, you want to group sellers according to the languages they know. Create an attribute with the name Languages, and add values for the attribute such as English, French, and Spanish. Assign the language attribute to sellers, and then an assignment rule can be configured to assign leads automatically to sellers who know the required language.

You can use the attribute designer to:

Create an attribute.
Edit an attribute.
Delete an attribute.

Create an attribute

Sign in to your Dynamics 365 Sales Hub app.
Go to Change area in the lower-left corner of the page, and select Sales Insights settings.
Under Sales accelerator, select Assignment rules.
From the Team tab, select Manage attributes.

Select Manage attributes

On the Manage attributes page, select New seller attribute.
In the Create new seller attribute dialog, enter the information as follows:
- Seller attribute name: Enter a name for the attribute. For example, Language.
- Set attribute values: Select how you want to enter the values for the attribute.
  - Pull from a data field: The attribute values are fetched from a data field with an option set that is selected from the Search data field dropdown list. The list displays fields of type option set that is available lead, opportunity, and mutual. For example, when you select the field as Budget from Mutual fields (same option set), the values that are defined for the field in both lead and opportunity form are added to the attribute values. You can remove the values and also add values.
  - Do not link with fields: Enter the attribute values manually.
Select Create seller attribute.

The attribute is created and added to the list.

Edit an attribute

Sign in to your Dynamics 365 Sales Hub app.
Go to the Change area in the lower-left corner of the page, and select Sales Insights settings.
Under Sales accelerator, select Team settings.
On the Team settings page, select Manage attributes.
On the Manage attributes page, select the pencil icon corresponding to the attribute that you want to edit.
In the edit dialog, edit the values you want, and then select Update seller attribute.

The attribute is updated.

Delete an attribute

Sign in to your Dynamics 365 Sales Hub app.
Go to the Change area in the lower-left corner of the page, and select Sales Insights settings.
Under Sales accelerator, select Team settings.
On the Team settings page, select Manage attributes.
On the Manage attributes page, select the delete icon corresponding to the attribute.
In the confirmation message, select Delete permanently.

The attribute is deleted from the application.

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 Sales Hub and Sales Professional apps.