R35811 Lead - Set Assigned To Sales Person
Code | R35811 |
Entity | Crm.Presales.Leads Entity |
Name | SetAssignedToSalesPerson |
Attribute | AssignedToSalesPerson |
Layer | Front-End |
Events | AttributeChanged(IdentifiedCompany) |
Priority | Normal |
Modify | YES |
Action | If there is no value in the Assigned To Sales Person field and if the Identified Company is a Customer of the Lead's Enterprise Company , then the rule sets the Customer.SalesPerson field's value to the Assigned To Sales Person field. |
Description | If the identified company is a customer of the lead’s enterprise company - the rule ensures efficient management, assigning the lead to the sales person responsible for that customer. |
Message | - |
Version | Introduced: v.24 |
Revocable | YES |
* For more information about the Business Rules Documentation Template and a short explanation of each column, see topic System Business Rules.