Assignment Rules

Automatically assign incoming RFQs to the right person, based on conditions you define. First matching rule wins.

Your rules — first match wins, drag ⋮⋮ to reorder

🖼️ Illustration only — a different screen (RFQ list), not part of Settings → Rules. Shown here so you can see the downstream effect of the rules above.

RFQ list — after rules run

Once a rule assigns an RFQ, the RFQ list shows who it went to and which rule did it — so assignment is never a black box you have to guess about.

RFQ	Customer	Assigned to	Fired by
#4821	Reninstal Iluminação — quote request	👤 Adriana Fernandes	⚡ Rule 2 — Spain
#4822	Sonepar Portugal — urgent price request	👤 Ayelen Montenegro	⚡ Rule 1 — inbox
#4823	Serra Lisa Iluminação — general request	👤 Ricardo Silva	🔒 System S3 — fallback