Business Use Cases (User Assignment)
1.1 Case 1: Exhibition Leads
Source = Hyderabad Expo
→ Assign to Hyderabad Sales Head
1.2 Case 2: City-Based Assignment
City = Surat
→ Assign to HQ team
City = Jaipur
→ Assign to Jaipur Branch
1.3 Case 3: Digital Marketing Leads
Source = Google Form
→ Round Robin between 5 telecallers
Why This Is Important (User Assignment)
2.1 Without Assignment Rules
- Leads stay unassigned
- Follow-up delay
- Manual confusion
- Owner dependency
2.2 With Assignment Rules
- Auto distribution
- Zero lead leakage
- Faster follow-up
- Branch-wise clarity
Common Mistakes (User Assignment)
- Creating overlapping rules
- Not checking rule priority
- Forgetting to turn ON rule
- Assigning both user & role incorrectly
Best Practice for Textile (User Assignment)
- Use source-based routing
- Use location-based assignment
- Use Round Robin for marketing leads
- Keep rules simple
- Review rules monthly
Final Checklist (User Assignment Rules)
- Rule name created
- Source selected
- Location rule defined
- User/Role assigned
- Rule turned ON