2019 Knowledgebase

For Admins: How do I setup the Lead Assignments Rules in Salesforce to work with Cirrus Insight?

Written by Admin | Jul 29, 2025 2:15:48 PM

These are the steps required in order to create a Lead assignment rule:

1. To review the Lead Default Settings, in Salesforce go to Setup > Build > Customize > Leads > Lead Settings



2. To review the Lead Default Assignment Rules, in Salesforce go to Setup > Build > Customize > Leads > Lead Assignment Rules

3. The last Rule Entry must be blank. Step 3 must have the "Do Not Reassign Owner" option checked.