How to automatically assign leads in Nutshell

Learn how to assign leads automatically in Nutshell to ensure the correct sales team member takes ownership of prospective customers and nothing slips through the cracks.

8 steps

Nutshell

You can set up automated lead assignments within your pipeline in Nutshell.

To start, click 'Sales' in the main menu on the left.

Select 'Automation' within the 'Sales' menu.

And then click 'Pipelines' in the 'Automation' sub-menu.

Navigate to the pipeline where you want to auto-assign leads.

Under the pipeline stage, where you want to create an assignment, click '+Add user assignment.'

Next, create your lead assignment rules. You can: - Choose an assignee for the pipeline stage - Decide whether to assign all leads or only those not yet assigned - Create special assignment rules that only apply when leads meet specific criteria

Click 'Apply' and 'Add' to save your special lead assignment rules. That's it!