Companies manage Leads and Lead Sources.

When Lead is created at that time it can be assigned to a specific person based upon Lead Source.

  • When Lead Source is Email – Set AssignedTo = User1
  • When Lead Source is Cold Call – Set AssignedTo = User2
  • When Lead Source is Direct Mail – Set AssignedTo = User3
  • When Lead Source is Campaign Dec-2015 – Set AssignedTo = User4

Leads are shown as following :

Lead Sources are shown as following :

The latest version of this document is maintained at BusinessRule_AutomaticAssignedtoFromLeadSource_OnlineDataOrganizer_MyDataOrganizer_OnlineDatabasePlatform