A custom property can be configured to automatically assign a lead to a specific user or user class based on the selected dropdown value.

Updating Auto-Assign Rules for a Custom Property Value

Follow these steps to modify the auto-assign rules:

1. Go to the Custom Properties page: Navigate to Manage > Leads > Custom Properties.
2. Click the Add/Remove Values button for the relevant property.
3. Edit the auto-assign rules:
   • Locate the dropdown value you want to modify.
   • Click the pencil icon to edit the Auto Assign rules.
   • Save your changes.
4. Repeat as needed: Update additional values to trigger user assignments as required.

Once the rules are updated, the system will automatically assign leads based on the selected property value.

Example:
A lead was automatically assigned to Scott Dean after the Processor property was set to Elavon.