Business Rule Automatic AssignedTo as per Lead Source – Online Data Organizer using Online Database Platform

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

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