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

Account Management

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

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

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

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