{"id":7890,"date":"2024-02-16T07:00:24","date_gmt":"2024-02-16T07:00:24","guid":{"rendered":"https:\/\/www.privyr.com\/blog\/?p=7890"},"modified":"2025-10-24T07:05:08","modified_gmt":"2025-10-24T07:05:08","slug":"feature-update-improved-lead-assignment-rules-feb-2024","status":"publish","type":"post","link":"https:\/\/www.privyr.com\/blog\/feature-update-improved-lead-assignment-rules-feb-2024\/","title":{"rendered":"Feature Update: Improved Team Lead Assignment Rules \u2728"},"content":{"rendered":"\n
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We\u2019ve been cooking up some major improvements for creating Lead Assignment Rules for Teams<\/strong> using Privyr. \ud83e\uddd1\u200d\ud83c\udf73\ud83c\udf72 <\/p>\n\n\n\n

If you\u2019re collaborating with colleagues to manage leads and clients, you have more flexibility than ever when using Lead Assignment Rules. Lead Assignment Rules are now available for all Lead Sources as well as Custom Fields, on desktop AND mobile.<\/p>\n\n\n\n

Many of you are already using Lead Assignment Rules for your Facebook Leads to automatically assign<\/a> them to your team members. Now, you can enjoy the same capabilities for all other Lead Sources and even Custom Field criteria (such as setting rules for all leads from a select City or Budget).<\/p>\n\n\n\n

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\u2728 Here\u2019s what you need to know.<\/strong><\/h2>\n\n\n\n

Create rules for any Lead Source:<\/strong> You can now create Lead Assignment Rules for a wider range of sources including your website, LinkedIn, TikTok, Google Forms, Privyr Lead Forms, and more.<\/p>\n\n\n

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Enjoy even more flexibility in assigning leads: <\/strong>With the Custom Fields <\/strong>option, you can even create a rule based on a specific field in your lead form.<\/p>\n\n\n\n

This is useful when you want leads with certain characteristics to go to select team members (who are perhaps area specialists or senior salespeople who are better equipped to handle the enquiry). Here are some examples:<\/p>\n\n\n\n