How to automatically change the owner of a deal based on the board phase

Daria
Daria Member Posts: 2 NEW MEMBER
edited February 10 in Workflow Automation #1

Hello everyone, I have a question: How can I change the owner of a deal based on the phase?

The issue is that our business structure is set up differently, and each employee takes over the deal depending on the phase. For example, in our sales board, we have a phase called "Communicating with Customers." When we successfully negotiate with a customer, the deal moves to the next phase, "Potential Customer," where we need to send contracts, agree on the budget, and so on. At this point, another employee should take over the deal.

This new owner needs to have access to all related activities, not just the person who originally created the deal.

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Answers

  • Helio
    Helio Pipedrive Team Posts: 122 PIPEDRIVE TEAM
    Fourth Anniversary 100 Comments First Answer 5 Likes
    #2

    Hello @Daria,

    I hope you are doing well!

    You can create an automation to automatically update the deal owner based on the stage a deal is moved to.

    Here’s an example of an automation you can set up for one of your stages: Link.

    With this automation, whenever a deal is moved to a specific stage (as defined in your filter), the deal owner, contact person, and organization will be updated to the designated responsible person for that stage.

    Please note that you’ll need to create a separate automation for each stage to assign the correct person to the deals landing in their respective stages.

    I hope this helps :)

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