Workflow Action: Assign owner

This Action allows you to automatically assign a new main owner or co-owner to Contacts that have reached this stage of your Workflow.

By default, the main owner of a Contact is the user who imported the Contact into the database, either manually or via API. Apart from the main owner, Contacts can have co-owners, who can manage their Contact Cards.

After adding this Action to your Workflow, define the following settings:

assign owner

[1] Ownership type—Specify whether the email address selected in point [2] should become the main owner or a co-owner of Contacts that have reached this stage of the Workflow.

[2] Owner—Select an email address from the list of all Contact owners on your account. The selected owner will become the new main owner/co-owner of Contacts that have reached this stage of the Workflow.

Click Save to continue configuring your Workflow.

If you need more information about the topic mentioned above, please contact us: [email protected] +48 533 600 808

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