Add Lead Automation Rule
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If you want to add a rule for Lead Automation, click on the Add Lead Automation Rule button.
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A form will open on your screen.
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Source is a mandatory field — without it, the rule will not be added.
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In the Assigned to Users section, choose the users you want to assign the rule to. You can select multiple users at a time.
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Once users are selected, their names will be displayed. Assign the percentage values to them according to your requirement.
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After completing all the required fields, click the Add button.
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Your rule will be added successfully.
💡 Pro Tip: Assign Wisely
Assign automation rules to relevant users only, to avoid unnecessary triggers and keep workflows efficient.