Using rules to assign roles or activities to users
An assignment model is a method used to assign roles or activities to users automatically in a variety of situations, including campaigns and activity plans.
The Assignment Models page is divided into three main areas:
- The Assignment Models list on the left, which displays a list of all the active assignment models.
- The Detail area at the top right, which shows the details of the selected assignment model.
- The Valid Roles list at the bottom right, which displays the coverage roles that can be used by the selected assignment model.
Adding assignment models
NexJ CRM comes with three assignment models: Opportunity Team, Coverage, and Campaign User. You will not normally need to add new assignment models, but can if required.
To add an assignment model:
Deleting assignment models
To delete an existing assignment model:
- Navigate to the Assignment Models page.
- Click the Action button for the assignment model that you want to delete, and click the Delete button .
Managing valid roles for assignment models
The valid roles of an assignment model determine which roles it can assign to a user.
To change the valid roles of an assignment model: