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Create Routing Rules for a Queue

Create Routing Rules for a Queue

Set up rules to direct application form records in a queue to underwriters based on their skill level and the type of loan that’s being applied for. This way, you can make sure that the most qualified underwriter must have evaluated each application .

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions
User Permissions Needed
To create routing rules: Customize Application
 
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