Activar referencias de rutas utilizando reglas de asignación
Active el parÔmetro Enrutar referencias utilizando reglas de asignación para evaluar reglas de asignación activas y enrutar automÔticamente referencias enviadas al especialista correcto. Si este parÔmetro no estÔ activado, las referencias se asignan al propietario del registro de forma predeterminada.
Ediciones necesarias
Disponible en: Lightning Experience
Disponible en: Enterprise Edition y Unlimited Edition
Permisos de usuario necesarios
Active Enrutar referencias utilizando reglas de asignación:
Administrador de Gestión de referencias
Desde Configuración, en el cuadro Búsqueda rÔpida, busque y seleccione Gestión de referencias inteligente.
Haga clic en Reglas de asignación de referencias.
Active Enrutar referencias utilizando reglas de asignación.
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