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All Tutorials /
How to Assign Leads Automatically in Zoho CRM

How to Assign Leads Automatically in Zoho CRM

Updated on:

Here’s how to assign leads automatically in Zoho CRM to balance workloads:

  • Open Setup.
  • Under Automation, select Assignment Rules.
  • Click Create Assignment Rule .
  • Enter the required details .
  • Review all the information and click Save .
  • The assignment rule is updated successfully.

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