ON THE ROADMAP
Workflow Automation Is Coming to BizzField CRM. Ownership Already Works Today.
Rule-based auto-assignment, trigger-based notifications and follow-up sequencing are on the BizzField CRM roadmap. Until they ship, hierarchy-aware ownership and the Task module already keep every lead assigned and every follow-up tracked.
Capability Status
Capability roadmap
Where Manual Assignment Breaks Down as You Scale
None of this is unusual today — it is exactly what rule-based workflow automation is being built to remove.
Rule-Based Automation, Built on Ownership That Already Works
Two capabilities on the roadmap, and two that are already live and carrying the load until they ship.
Planned: Route Leads and Deals Automatically
Rule-Based Auto-Assignment
What you get
- Auto-assignment rules based on criteria you define
- Will layer on top of the existing User Hierarchy and Designation Level data
- Designed to respect the same Roles & Permissions already governing every module
- Not yet available — assignment today runs through hierarchy-aware ownership
New Leads and Opportunities will be routed automatically based on criteria you define, sitting on top of the same hierarchy and ownership model already live in BizzField today.
What you get
- Auto-assignment rules based on criteria you define
- Will layer on top of the existing User Hierarchy and Designation Level data
- Designed to respect the same Roles & Permissions already governing every module
- Not yet available — assignment today runs through hierarchy-aware ownership
Planned: Alerts on Stage or Status Change
Trigger-Based Notifications
What you get
- Trigger-based alerts when a stage or status changes
- Will read from existing Lead Status and Pipeline stage-change data
- Scheduled follow-up sequencing will generate real Task records automatically
- Not yet available — changes are currently visible on the activity timeline
Notifications will fire the moment a Lead Status or Opportunity stage changes, reading from the same data BizzField already tracks in its stage-change history log.
What you get
- Trigger-based alerts when a stage or status changes
- Will read from existing Lead Status and Pipeline stage-change data
- Scheduled follow-up sequencing will generate real Task records automatically
- Not yet available — changes are currently visible on the activity timeline
Live: Hierarchy-Aware Assignment
Ownership You Can Rely On Today
What you get
- Hierarchy-aware assignment across every CRM module
- User Hierarchy view plus Department, Designation and Designation Level master data
- Independent Read/Create/Update/Delete permissions per module
- Dedicated Conversion permission controlling who can convert Leads and Quotations
Until rule-based automation ships, assignment already runs on structure, not guesswork — every Lead, Contact, Account and Opportunity carries a clear owner.
What you get
- Hierarchy-aware assignment across every CRM module
- User Hierarchy view plus Department, Designation and Designation Level master data
- Independent Read/Create/Update/Delete permissions per module
- Dedicated Conversion permission controlling who can convert Leads and Quotations
Live: Structured Follow-Up Tracking
The Task Module as Your Follow-Up Engine
What you get
- Task Type covering Call, Email, Note, Follow Up, Visit and Other
- Task Status moving from Pending through In Progress to Completed or Cancelled
- Priority levels on every task, in both table view and card view grouped by type
- Quick add-task action directly from any record's activity timeline
Follow-ups don't need automation to be trackable today — they need structure, and the Task module already provides it on every record.
What you get
- Task Type covering Call, Email, Note, Follow Up, Visit and Other
- Task Status moving from Pending through In Progress to Completed or Cancelled
- Priority levels on every task, in both table view and card view grouped by type
- Quick add-task action directly from any record's activity timeline
A Roadmap Built on a Foundation That Already Works
Automation will extend a structure that is already carrying real teams' pipelines today.
What's Already Live While Automation Is Built
Workflow Automation — Questions We Get Asked
Not yet. Automated rules and triggers are on our roadmap. Today, teams manage assignment and follow-up through hierarchy-based ownership and the Task module.
Yes — assignment is handled through user hierarchy today, and follow-ups are tracked as Tasks with due dates, priority and status, which cover most day-to-day automation needs.
We don't publish fixed dates while a feature is still in design. Join the waitlist below and our team will reach out with the latest roadmap timeline for your use case.
No. The plan is for scheduled sequencing to generate the same Task records you already track today, so nothing you rely on now gets removed — automation extends what's already structured.
No migration is planned. Auto-assignment and triggers are designed to read the hierarchy, ownership and stage-history fields already in production, so rules apply to the data you already have.
Want to Know When Workflow Automation Ships?
Join the waitlist for CRM Workflow Automation and we'll notify you as soon as rule-based assignment, triggers and follow-up sequencing move from the roadmap into your account.