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