Category
Routing Rules
About Routing Rules
Routing Rule is a feature that allows the automatic assignment of lead, contact, and account records to specific users based on predefined criteria. The process involves setting up rules that define when and how records should be routed. When a record matches the criteria of a routing rule, it is assigned to the designated user for further action.
Benefits:
Streamlines the assignment process, ensuring that leads, contacts, and accounts are efficiently distributed to the right users.
Increases productivity by reducing manual assignment tasks.
Improves response time to leads, enhancing customer satisfaction.
Navigating to the Routing Rules
To access the Routing Rules module, follow these steps:
Navigate to the Zenroute record in Salesforce.
Go to the Zenroute Side Panel.
Check the "Routing Rules " detail for the desired information.
