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 :