How to Automatically Assign Leads to Specific Users

This article explains how to automatically assign incoming leads to specific users in Dealer Studio using Lead Cluster Assignment Rules. This helps ensure leads are routed to the right team members without manual intervention.

Set Up Lead Cluster Assignment Rules

Follow the steps below to create an automatic lead assignment rule.

Step 1: Navigate to Lead Cluster Assignment Rules

1. Log in to your Dealer Studio dashboard.

2. Go to:
   Settings

3. Under Leads & CRM, select Lead Cluster Assignment Rules.
   

Step 2: Create a New Assignment Rule

1. In the top-right corner of the page, click New.

2. Complete the following fields:
   

   • Locations
     Select the dealership location(s) this rule should apply to.

   • Categories
     Choose the lead category (eg: General Enquiry, Used Vehicle Enquiry, Service Enquiry, etc.).

   • Sources
     Select where the lead is coming from (such as website forms, third-party portals, or integrations).

   • Users
     Select the user(s) you want the leads to be automatically assigned to.
     ⚠️ If you need help creating or managing users, refer to: How to Add a New User

3. Click Create to activate the assignment rule.

Once saved, any new leads that match the selected criteria will be automatically assigned to the chosen user(s).

Managing Assignment Rules

After a rule is created, you can:

• Edit the rule to update locations, categories, sources, or assigned users

• Delete the rule to disable automatic assignment

Changes take effect immediately after saving.

Tips & Best Practices

• Create more specific rules first to avoid overlap.

• Regularly review assignment rules when team members or lead sources change.

• Ensure users have access to the correct locations and lead categories.