Before creating a lead in Salesforce CRM, switch to Insideview Enrich and enable the following:
- Country Picklist check box to invoke ISO codes for countries.
- Lead Assignment Trigger check box to invoke lead assignment rules
Enabling Lead Assignment Trigger
|1||Enable the lead assignment trigger||
On the Enrich page, click on the Account Settings icon as shown below:
The Accounts Settings page opens as illustrated below:
|2||Select the lead assignment trigger settings.||
Note: Enrichment of leads will happen irrespective of the setting that you have selected for Enable Lead Assignment Trigger. This setting, on its own, does not initiate assignment rules. However, lead assignment rules are enabled for API services when you create the custom assignment rule in Salesforce.