Enable Lead Assignment

Enable lead assignment using both rules and sales territories by setting these two system profile options. Territory assignment assigns sales territories to the lead, not individual resources. Resources are added to the lead only by resource assignment rules.

System Profile Option Display Name	Value to Enter	Description
Lead Assignment Mode	Both	Specifies if you're using rules, sales territories, or both for assigning leads. Vision Corp. is using both.
Assignment Rule for Rule-Based Lead Assignment	Sales Lead Resource Rule Category	Specifies the rule category for the rule used for lead assignment.

Here's how to set the profiles:

1. Open the task Manage Sales Lead Profile Options from the Setup and Maintenance work area:

   • Offering: Sales

   • Functional Area: Leads

   • Task: Manage Sales Lead Profile Options

2. Enter the profile option name in the Profile Display Name field.

3. Click Search.

   The application displays the profile option information.

4. For the Assignment Rule for Rule-Based Lead Assignment profile, click Add (the plus sign icon) in the Profile Values region and select Site as the Profile Level. For the Lead Assignment Mode system profile option, Site is already entered for you.

5. In the Profile Values region, select the value from the Profile Value list.

6. Click Save or Save and Close.