With Automations, you have all the functionality of Auto-Assign Rules which allows you to automatically assign a salesperson to an account and send a campaign to that account.
In addition, you can also:
- Create sales tasks
- Create fulfillment tasks and projects
- Add or remove accounts from lists
- Send in-app and email notifications to your team members
- Activate and deactivate products
- Log activity and hotness ratings
- Add or remove tags
Set up new Automations today and watch your business grow.
To access your Auto-Assign Rules:
- Go to Partner Center > Automations
- Enter Auto Assign Rules in the table's search box.
Your Auto-Assign Rules will show up in the table as Auto Assign Rule #1, Auto Assign Rule #2, etc.
You can edit and modify these Automations the same way you would modify any other Automation.
How can I create a new Auto-Assign Rule?
To create a new Auto-Assign Rule:
- Go to Partner Center > Automations
- Click Create automation
- Select the Set up new accounts template
- Click Use this template
- Click on any boxes that are highlighted in yellow, and enter the required information. You can also delete or add steps to the workflow to better suit your business.
- When you're ready, switch the toggle to On to turn on the automation.