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.

1. Click Database in the top navigation bar and select Rules.

2. Click New Rule.

3. 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