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Spend less time by automating the creation and assignment of tasks.

Create and Assign Tasks

When certain criteria are met, automate the system to perform an action to create or assign tasks to a particular user.

Assign the task to a specific user
Assign the task to the lead’s assigned
Assign the task to next in queue within the lead’s assigned group
Assign the task to next in queue within a specific group
Assign the task to next in queue within your organization

Additional Information