- 21 Nov 2023
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Advisor/Coach Assignment Default Rule
- Updated 21 Nov 2023
- 1 minute read
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The last staff assignment rule should capture any records that failed to match on prior rules. This serves as a catch-all to ensure that all person records are assigned to a staff member.
Default Rule - Rule #999
Create a Default rule and add to the Advisor Assignment exclusivity group with a priority of 999. Do not add any filters.
In this example, all records that fail to match on counselor assignment rules with a higher priority number will be assigned to a separate user.
Click Database in the top navigation bar and select Rules.
Click New Rule.
Enter the following configurations in the popup window:
Name - Advisor Assignment - Default
Type - Field
Base - Prospects
Folder - Advisor Assignments
Priority - 999
Configure the appropriate filters:
Do not include any filters
Configure the appropriate action:
Field - Advisor Assigned (or use the Staff Assignment default field if you wish)
Action - Replace Values
Prompt - Select the User that should be assigned any person records that should not meet the criteria of any prior rules