In addition to using assignment rules in the Engagement agent settings in Agentforce
Builder and automated actions, you can assign prospects you own to the SDR agent
manually.
Required Editions
| Available in: Lightning Experience in Enterprise, Performance, and
Unlimited editions with Sales and Einstein
for Sales.
|
| User Permissions Needed |
| To assign prospects to an Engagement agent: |
Use Agentforce Engagement App
OR
Configure Engagement App
|
Watch the video to see how to assign prospects to an Engagement agent manually.
On the lead, contact, or person account detail page, choose Assign to
Agent from the Action menu.
Before assigning a prospect to an agent, be
sure its email address isn’t used by any other other lead, contact, or person account
records.
