Introduction
As an organization creates new leads and opportunities in Microsoft Dynamics 365 Sales, the system typically assigns them to specific individuals to work on. For example, the system assigns a new lead who's interested in a specific product line to someone who's familiar with that product line and would offer the best chance of qualifying that lead or winning the opportunity. An organization might also assign records in specific geographic regions to individuals who are in that region.
To assist organizations with assigning records, Dynamics 365 Sales includes an assignment rules feature. Organizations can use assignment rules to have new leads and opportunities automatically assigned to sellers or sales teams. This approach helps reduce the amount of time and effort that's required to manually assign records, prevent the loss of unassigned records, and balance assignments among sellers.
In this module, you'll learn about the many different aspects of assignment rules in Sales, including:
Different options that are available for assigning lead and opportunity records.
How to specify which sellers can have records assigned to them.
Seller attributes and how to create them.
Seller availability and how it impacts record assignment.
How to create and activate assignment rules.
Options that are available for managing rules.
How to manage unassigned records.