4 Replies Latest reply on Jan 6, 2019 7:45 PM by Veronica Holmes

    Why is my assignment rules not working for my assignment person partitions?

    DeAnna Humphrey

      I have a small group of people that were originally grouped in one of my Workspaces and Partitions called Neighbors Credit Union.  The assignment rule is defined by the custom field Credit Union/Lienholder field from SFDC. I have attached a snippet of my current assignment rule.  I have 23 leads that I changed the Credit Union/Lienholder field from Neighbors Credit Union to evolve BG and this did not move the lead from one Workspace/Partition to another.  What do I need to do? I figure the rule would move the members over to the correct database but I am finding this is not happening. 

       

      Thank you,

      DeAnna