When you create a new lead record, aACE automatically assigns the department, Asgn To team member, Asgn By team member, and the Sales Rep based on default assignment logic. These values are determined independently (e.g. the team member assignment does not rely on the department assignment).

Understanding the Department Assignment

aACE determines the department by first using the department of the user creating the lead. If the department is not available (e.g. when aACE is automatically generating the lead), then aACE uses the department of the Assigned To team member.

Understanding the Assigned To Team Member Assignment

To determine the Assigned To team member assignment, aACE selects a team member using the following logic:

1. aACE first looks to office sales department traffic manager.
   
2. If there is no sales department or the sales department does not have a traffic manager, aACE uses the traffic manager for the office's default department. The default department is determined by the department with the Type as OFFICE.
   
3. If the default department does not have a traffic manager, aACE uses the current user.

Understanding the Assigned By Team Member Assignment

aACE uses the current user creating the lead as the Assigned By team member assignment.

Understanding the Sales Rep Team Member Assignment

To determine the Sales Rep team member for the lead, aACE uses the Sales Rep team member in the Sales & Marketing tab on the Bill-To Company record.