07-11-2023 09:09 AM - edited 07-11-2023 09:13 AM
I'm using DT Version: 5.28.1. When I import leads, the Salesforce lead assignment rules don't trigger. Anyone else have this issue?
Solved! Go to Solution.
07-11-2023 10:33 AM
Hi @RonH - I am sorry to hear that Import is not performing as expected when it comes to lead assignment rules. Can you confirm that you have toggled the "Enable Assignment Rules" option on the preview grid as pictured below?
If you selected this & they are still not following those rules, I would highly suggest creating a support ticket via this form.
07-11-2023 10:33 AM
Hi @RonH - I am sorry to hear that Import is not performing as expected when it comes to lead assignment rules. Can you confirm that you have toggled the "Enable Assignment Rules" option on the preview grid as pictured below?
If you selected this & they are still not following those rules, I would highly suggest creating a support ticket via this form.
07-17-2023 04:39 PM
You hit the nail on the head. That was the solution Jonathan, thanks.
07-18-2023 04:53 AM
Yay, I'm glad that worked!!
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