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hi and welcome to this video where we will look at what assignment rules are and how you can create them in zoho crm lets get started you have the perfect team of sales reps in your organization each designated to handle a specific product line or geography many leads enter your crm through various web forms trade shows channel partners and other sources manually assigning them to different sales reps can be time consuming lets look at how you can automate the assignment of records in crm to your sales team go to setup automation assignment rules in the assignment rules page lets create a new assignment role here you can choose the module for which you want to create the assignment rule you can create assignment rules for leads contacts cases deals and even your custom modules lets name the rule leads by geography and provide a description for it here click next youll be redirected to the assignment rule entry page you can choose to apply this assignment rule to all the leads or