The Assign an Owner process snippet allows you to assign or reassign the owner of a contact record as a step in a campaign sequence.
- Double-click on the campaign sequence you wish to edit or create a new campaign sequence.
- Drag and drop an Assign an Owner process snippet onto the canvas.
- Double-click it to configure the settings.
- To configure owner assignment...
- Assign to User: This option allows you assign the contact record to a specific user in your Infusionsoft application.
- Assign using Round Robin: A round robin is a set of distribution rules based on numeric logic. Round robins are created outside of the campaign builder (CRM>Settings>Round Robins.)
- Click Save.
- You are now ready to publish your changes.