Assignment Actions

Use actions to assign a prospect to a user, group, queue, or active assignment rule. However, assignment actions don’t reassign prospects who have an owner. You can use assignment actions with manual assignments, automation rules, and completion actions.

These actions are available in all business units.

• Assign to group — Assigns a prospect to a user in a specific group (round-robin lead assignment) when the requirements of the rule are met.
• Assign to user — Assigns a prospect to the specified user when the requirements of the rule are fulfilled.

These actions are available when you have a verified Salesforce connector.

• Assign to queue — Assigns a prospect to the Salesforce lead queue when the rule’s criteria is met. Prospects assigned to a queue are considered assigned to an owner and aren’t reassigned. Don’t use this action if your connector is set up for Account Engagement to sync to contacts instead of leads. You can assign only leads to Salesforce lead queues.
• Assign prospect via Salesforce active assignment rule — Pushes a prospect to your Salesforce active assignment rule when the rule’s criteria is met. The prospect syncs to Salesforce without an owner. The assigned user is synced to Account Engagement when the active assignment rule determines who to assign it to.