Action: draw new owners for contacts from a group

This action allows you to randomly assign new owners for groups of users. Contacts are assigned to each potential owner in turn until each of them is assigned at least one contact. Then this process repeats until all contacts are assigned. If you have several sales teams, you can create an event for a particular team. Then, for one of them, a contact (that will show up in the system) would be assigned automatically.

Go to Automation Processes  Add New Rule and choose this action from the menu. Then drag „Draw new owner from users group” and drop it onto the main field.

group

 

To add a group from which the user will be selected, go to Settings → other, Groups, + Users Groups. Then type the name and select users you want to add to the group.

 

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