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.