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Delegated Assignment Example 3: Third-Tier Delegated Administrator Tasks

Sarah and Rick are third-tier delegated administrators in the rule group hierarchy.

Sarah and Rick follow the same steps as Lance in Delegated Assignment Example 2: Second-Tier Delegated Administrator Tasks, except Sarah and Rick:

  • Inherit Lance's rules (Assignment Rule 10 and 20), and refine those rules so that the leads are routed directly to sales representatives.
  • Do not need to create child rule groups (because they assign leads directly to representatives).
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