Workflows and automation · Guide 608 of 624

Assignment rules

Assignment rules in RockifyERP automatically give new records, such as leads, issues or tasks, to the right person.

How to do it in RockifyERP

  1. Search for Assignment Rule and click + Add.
  2. Choose the document type and the condition.
  3. Choose the users and the rule: round robin, load balancing or based on a field.
  4. Save.

Tip: Pair assignment rules with SLAs so assigned work gets done on time.

Related RockifyERP guides

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