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SFDC developer999SFDC developer999 

how lead assignment rule works

Hi All,
  I created a lead assignment rule to assign to new user with rule criteria : Lead industry = "Insurance".
  This rule is active and there is only 1 active rule.
  When I create a new lead or update an existing lead on the industry field to "Insurance", the owner field of this lead is not changed to the assigned user in the rule.
What did I miss to do? Or what is the concept of lead assignment rule  using option assign to a new user or a queue?
Thank you for your help.

 
Best Answer chosen by SFDC developer999
Onesh ReddyOnesh Reddy
Hi SFDC,

When creating a Lead or modifying. There is a check box (Assign using active assignment rule) present at the bottom of the Page. Make sure to checkin the box, so that the Assignments rule is fired.

Please find the below snapshot.
User-added image

Let me know if it helps you.

Best Regards,
Onesh.K

All Answers

Manish ThakurManish Thakur
Specify how leads are assigned to user or queues manually, captured from the web, or imported via the data Imported Wizard.
SFDC developer999SFDC developer999
Hi Manish, it was manually. Thanks
SFDC developer999SFDC developer999
I meant I created a single lead or change a lead manually.
Onesh ReddyOnesh Reddy
Hi SFDC,

When creating a Lead or modifying. There is a check box (Assign using active assignment rule) present at the bottom of the Page. Make sure to checkin the box, so that the Assignments rule is fired.

Please find the below snapshot.
User-added image

Let me know if it helps you.

Best Regards,
Onesh.K
This was selected as the best answer
SFDC developer999SFDC developer999
Thank you so much for your help Onesh.

I missed that part. It is working now.
How do I mark this question as Solved?
Is there a bug in this community site?
I click my question to reply to you but it does not open up the conversation. I have to use my cell phone to reply.

Thanks again.
Onesh ReddyOnesh Reddy
Hi SFDC,

You will find the button MARK THIS BEST ANSWER. above my answer. Just a Click can mark it best answer.

Thanks,