Automation advice to update activity owner

Gavin Watson
Gavin Watson Member Posts: 1
edited April 24 in Workflow Automation #1

worHi all, PD newbie here so looking for some advice.

We have an admin team who create appointments on behalf of the sales team. The owner of the deal is always the allocated sales person so when the admin create a new activity of type meeting for the sales appointment, is there a way to automate the setting of the activity "assigned to" field to be the deal owner ?

I can see how to set the activity "assigned to" field to be a set person every time, but I need this to be be set dynamically to the owner of the associated deal.

Currently, admin  team are having to remember to set that field manually which they sometimes forget to which can mess up reporting.

Thanks for any help.



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