Follow the steps below to create or update Assignment Rules in Brand Central.
Before you begin
You must have access to Brand Central
Assignment Rules work as an “AND” condition, not “AND/OR”
Example: If you select Member Location and Project Type, only leads that meet both criteria will be assigned
Step 1: Access Brand Central
Navigate to https://bc.materialbank.com/
Log in using your Brand Central credentials
Step 2: Navigate to Assignment Rules
Click the Leads section in the left navigation
Select Assignment Rules from the dropdown
Step 3: Create a new Assignment Rule
Click Add New in the top right corner of the Assignment Rules page
The Edit Assignment Rule modal will open
Step 4: Select a Sales Representative
Click the Rep field
Choose the sales representative you want this rule to apply to
You can assign multiple reps to the same rule if needed
Step 5: Define the Assignment Criteria
Use the dropdown fields to define when leads should be assigned.
Member Location
Select entire states
orExpand a state to select specific cities only
Optional Filters
You may also add additional criteria such as:
Project Type
Phase
Firm
⚠️ All selected fields must be met for the lead to be assigned.
Step 6: Save the Rule
Review your selections carefully
Click Submit to save the Assignment Rule
Helpful Tips
Assignment Rules apply only when all conditions are met
If a lead does not match a rule exactly, it will not be assigned
You can edit or download Assignment Rules at any time from the Assignment Rules page