Access the Workflow: Navigate to the 'B-016-WF-2.1. Referral Form Submitted' workflow.

Identify the Trigger: Determine the trigger point within the workflow where the assignment action should occur. In this workflow, the trigger point is when a referral form is submitted, initiating the lead capture process.

Add Assign User Action: Integrate an "assign user" action into the workflow at the appropriate trigger point. This action will automatically assign the incoming referral lead to a designated user or team for follow-up and engagement.

Specify User Assignment: Specify the user or team to whom the referral lead should be assigned. Consider factors such as workload, expertise, and availability when selecting the appropriate assignee.

Add Tag for Organization: To further streamline lead management and categorization, add a tag such as 'referral' to the assigned lead. This tag helps identify referral leads within your CRM system and facilitates segmentation for targeted marketing efforts.