How to assign opportunities and leads automatically in CX SALES? — Cloud Customer Connect
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How to assign opportunities and leads automatically in CX SALES?

in Sales 1 comment

I need to assign opportunities automatically. I need to have a group of users to whom the opportunity owner is automatically assigned and change, similar to queues in service requests. Has anyone done this?


This must be executed when an opportunity is created, either from an OIC integration or from CX Sales itself. I've already created an assignment rule, which runs and changes the group, but only if I click the "Run assignment rules" button on the detail page. However, the owner field doesn't change.

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