Summary
The assignment rule capabilities that are available in Dynamics 365 Sales accelerator simplify the process of assigning lead and opportunity records to sellers. As new records are created, the system evaluates them and then assigns them to different sellers based on details of the record. With assignment rules, the system can automatically assign new leads and opportunities to sellers or sales teams. This feature 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.
Throughout this module, you learned about the many different aspects of assignment rules in Sales, including the various options that are available for assigning lead and opportunity records. You also learned about:
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.