0

I create a new lead.

enter image description here

Based on a criteria, I assign to another person.

In this case 5 == 5, so it will always be true.

enter image description here

How can I confirm the lead has now been assigned to this person.

0

For starters, I would advise simply writing TRUE instead of 5==5

To answer your question, You can confirm that the lead has been assigned to this person by

  1. creating the lead (ensure the 'Assign using active assignment is checked')

  2. verify that the user listed in the Lead Owner field was switched to the user listed in your assignment rule.

Assign using active assignment rule checkbox

To display this checkbox on the new lead page layout see this help article or this one

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy