URGENT Why does Automatic Assignment not recognise my custom field?

Steve77
Steve77 Member Posts: 3 VERIFIED MEMBER
First Comment
in Sales CRM #1

I'm trying to setup a Lead Auto Assignment, however when I test it with only my customer field (single choice), it will fail (show not assigned in the history tab).

When I try it with a 'default' option, like Lead Source = Web Form, then it works instantly.

I've tried changing the name of the field, encase it clashed, I've also tried having a single word in the dropdown options. Neither fix the problem.

Any help to make this work would be hugely appreciated.

Thanks

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Answers

  • Steve77
    Steve77 Member Posts: 3 VERIFIED MEMBER
    First Comment
    #2

    Anyone in Pipedrie support able to help me with this?

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