Pipedrive
Pipedrive is a sales CRM designed to streamline pipeline management and deal tracking.
How it works
1. First click on the "More" button in the left sidebar
2. Then click on "Automatic assignment" in the dropdown menu
3. Click the green "+ Rule" button to create a new rule for automatic assignment
4. Select an option in the ENTITY section
5. Next choose an event for your rule
6. Click the green "Next" button to proceed
7. Fill in the required information needed for your rule
8. Click the green "Next" button to continue
9. Give your rule a name
10. Then click the checkbox to activate your rule
11. Click the "Save" button to complete the rule creation
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Why should you use this feature?
Pipedrive is a powerful CRM tool designed to streamline sales processes and enhance productivity.
Creating an automatic assignment rule in Pipedrive is a feature that significantly optimizes workflow by automating task distribution.
This feature plays a crucial role, especially in sales teams, by ensuring leads or deals are directed instantly to the right team members based on predefined criteria, thus minimizing delays.
Utilizing automatic assignment rules enhances efficiency, saves time, and supports effective team collaboration, leading to increased success rates.
Last update
December 15, 2025
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