Lead Creation - Assigned to Option
It would be great for us to be able to assign an owner for new leads as well as on the deals page. Our Customer Service team field the incoming prospective accounts and assign them to the areas sales person.
Currently it will auto assign the person raising the Deal as the owner. I would like to create a workflow automation where when a new lead is raised an activity is also raised (something that I currently have set up for new Deals). This is not possible for new Leads until we are able to assign an owner at creation.
Arthur_70084 Posts: 74edited February 2022 #2
Hey @Organic Colour Systems Admin
You should use Integromat. I can show you one of my workflow, I've literally fully automate my leads' entry from Calendly.
If you want some help for your workflow, feel free to contact me at : [email protected]