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05b - Lead Automation (Assignment Rules (Example (New Lead (Source =…
05b - Lead Automation
Assignment Rules
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Each rule can contain multiple entries, routing records according to several criteria
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Enabling Web-to-Lead
When you enable web-t-lead, you specify a default lead creator & the email response template used when no auto-response rules apply.
Once enabled you can select any field on the lead or case object to be generated into HTML, for use on your website.
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Auto-Response Rules
Same sort of process as assignment rules only using e-mails & email templates rather than queues & default lead owner
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