Campaign Assignments
  • 01 Jun 2022
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Campaign Assignments

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You can create Assignments settings within your Campaign to assign specific Opportunities and Actions to specific people or you can create Groups and round-robin the assignments to people within that group. This will save you time and keep things organized as your leads come in and there are Activities created during the life of the Opportunity

Assignments Behaviour
When an Opportunity is created from a lead source, IF3 first checks if the campaign where it came from has Assignments set up and follows that. If it is blank, IF3 then uses the Default Assignments setting. If that is also blank, the Opportunity is assigned to the Team Owner.

Assign Opportunities from a Campaign to an Individual User

  1. Select  the Team you'd like to edit
  2. Click Campaigns in the left menu
  3. Select a Campaign that you want to edit
  4. Go to the Assignment tab
  5. Pick Individual User to assign all Opportunities from this campaign to a single user
  6. Choose a user to be the default Opportunity Owner
  7. Chose a user to be the default assignee of the Call New Lead action

How to Assign Opportunities to a Group

Groups is used to round robin Opportunities or leave them unassigned in a group and a group has to be created first before you can assign Opportunities to one. Click here to learn how to create Groups.

Premium Feature
Leave Unassigned in the Group Tab and Attach to group and assign ownership to an individual user are only available to Premium plan. If you are interested in upgrading, please email billing@investorfuse.com.
  1. Select the Team you would like to view 
  2. Click Campaigns which will route you to your Campaign List 
  3. Select the Campaign you wish to view
  4. Go to Assignment
  5. Select Group in the New Opportunities Section
  6. Choose the group to have the opportunities assign to
  7. Select how you want the system to assign the opportunities. 
    1. Round Robin will assign the opportunities alternately to the team members in the group
    2. Leave unassigned in the group tab so that it is up to your team members to take ownership of the opportunities that they want to work on
    3. Attach to group and assign ownership to individual user if there are multiple team members in the group but there is one designated person to do the first touch and delegate the opportunities among the group.

 




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