Record Automatic Assignment is a functionality that allows you to automatically assign records to system users.

In companies with different departments, there is always a need to forward / assign a record to specific people based on certain criteria. Whether it's a support team where new tickets are assigned to a team (such as: Technical Support, Customer Support, Sales Support, etc.) or a lead-based sales team to serve potential customers or supplier service.

In most cases, records are assigned manually by department managers. The Record Automatic Assignment functionality enables the automation of these processes.