Lead Automation Rule Instructions

• Step 1

  If you want to add a rule for lead automation, click on the Add Lead Automation Rule button.

• Step 2

  A form will open on your screen where you can configure the lead automation rule.

• Step 3

  Source is a mandatory field — without selecting a source, the rule will not be added.

• Step 4

  In the Assigned to Users section, choose the users you want to assign the rule to. You can select multiple users at a time.

• Step 5

  Once users are selected, their names will be displayed. Assign the percentage values to them according to your requirement. This controls how leads are distributed between users.

• Step 6

  After completing all the required fields, click the Add button to save your lead automation rule.

• Step 7

  Your rule will be added successfully and will start working based on the conditions you have set.