Opportunity Assignment Rule to assign to Opportunity Creator

(0) Share

Report

Posted on by MichelleM

211

I have set up several segments for our opportunities and I want the Assignment Rule on one of those segments to be be to assign the opportunity to the person that created the opportunity.

I can't seem to get this to work though, can anyone point me in the right direction?

This is what I thought might work, but unfortunately doesn't.

All responses (1)

Answers (1)

Verified answer

MichelleM 211 on at

Like (0)

Report

Opportunity Assignment Rule to assign to Opportunity Creator

Just to update on the above - This does work. The issue I had in my testing was that the user that created the Opportunity wasn't enabled for assignment.

All working now :-)