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Overview
Use Assignment Rules when your company needs to distribute leads based on the following:
- Region
- Number of Employees
- Annual Revenue
- Company
- Country
- State/Province
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Assignment Rules may be combined with Distribution Rules for powerful, multi-dimensional lead distribution strategies. |
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Assignment Rules may be prioritized in the event a lead matches multiple criteria on more than one Assignment Rules. When this happens, the lead will be applied to the Assignment Rule that is higher in priority. To adjust priority click the black up/down arrow as needed. Priority ranges from top (highest) to bottom (lowest).
