Assigning Person Partitions with Assignment Rules

When using person partitions, set up assignment rules to route people created from your CRM to their respective partitions.

1. Under Admin, click Workspaces & Partitions.

   

2. Under the People Partitions tab, click on Assignment Rules.

   

3. Click Add Choice to add conditions for routing people into person partitions.

   

4. Select the field the condition should be built on.

   

5. Choose the choice operator and enter a value.

   

6. Select the People Partition you want the people that meet the conditions to fall into.

   

   NOTE

   You can add as many choices as you like.

7. Click Save.

   

And there you have it! You have assigned rules for filling your person partitions with people!