Results 1 to 3 of 3

Thread: Can I Auto assign leads based on field value?

  1. #1
    MichaelS is offline Junior Member
    Join Date
    Jul 2006
    Location
    Santa Cruz, California
    Posts
    8

    Default Can I Auto assign leads based on field value?

    Hi, I've used Web to Lead for years to upload my leads. Now, I need a way to auto assign them based on a value of a field.

    Ideally, I'd like to:

    if lead_type contains "Veggie Lead" then assign to Gardener Group
    if lead_type contains "Meat Lead" then assign to Carnivore Group
    else, assign to "Jeff"

    I vaguely remember doing this in a prior version of SugarCRM, but just cannot find this functionality in my Community Version 5.2.0e (Build 5626) edition.

    Do I have this option?

    Thanks,

    -Michael

  2. #2
    ros.vol is offline Sugar Community Member
    Join Date
    Dec 2008
    Location
    Eastern Europe / Ukraine / Chernivtsi
    Posts
    114

    Smile Re: Can I Auto assign leads based on field value?

    Hello, Michael !

    You need to develop this functionality.
    Rostyslav Volonchuk

    SugarCRM development and customizations

  3. #3
    kbrill's Avatar
    kbrill is offline SugarCRM PS Engineer
    Join Date
    Jul 2004
    Location
    St Louis, MO
    Posts
    3,183

    Default Re: Can I Auto assign leads based on field value?

    This functionality is not in the CE version, Only the PRO.ENT versions. To do it in CE you would have to write a simple before_save logic_hook. These are detailed in the developers guide at http://developers.sugarcrm.com.
    Kenneth Brill - Help Forum Moderator

    I do not respond to 'Private Messages'. Please email me directly instead

    When asking for help, PLEASE give us your Server Information and Version Numbers as asked for on the 'Post New Message' screen as well as any JavaScript errors shown at the bottom of the browser window.
    Help us Help You

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. Auto Assign Lead/Contact to User Based on Zip
    By trega in forum Developer Help
    Replies: 1
    Last Post: 2009-06-11, 04:01 AM
  2. Auto-assign records
    By monicaDC in forum Developer Help
    Replies: 2
    Last Post: 2009-03-06, 03:20 PM
  3. Leads/Roles. Permission based access based on lead type.
    By kyhoop in forum General Discussion
    Replies: 2
    Last Post: 2008-08-18, 07:11 PM
  4. Auto Assign TO field after selecting Contact
    By kenlyle in forum Feature Requests
    Replies: 0
    Last Post: 2007-03-06, 01:20 PM
  5. Leads Auto Assign to
    By ahirsh in forum Help
    Replies: 0
    Last Post: 2006-03-08, 10:25 AM

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •