How do you create a workflow to make sure any old contact owners are removed and replaced with the company’s current company owner? For example I am the company owner of ABC Company. Bill, who is on the support team, reaches out to a new contact for ABC Company, who I haven’t reached out before. This results in Bill being the contact owner for this new contact, but I need to make sure I am always the contact owner for any new and existing contacts regardless of who reaches out to them.
Hi @NCannefax,
This would do the trick:
That way, each newly created contact for a company would be assigned to you.
Users could still change contact ownership, unless you restrict editing access to the contact owner property - so I’d recommend having a look at that.
Let me know if that works of if you have any follow-up questions!
Thank you for this! Does this apply to current company owners and their contacts? And are you able to layout a step by step outline of how to create this workflow?
@NCannefax you could decide, when turning on this workflow, whether to apply this to existing records or only to records that meet the criteria after turning the workflow on.
Step by step:
- Create regular company-based workflow: Create workflows
- In the enrollment criteria box, select “When filter criteria is met” and look up the fields from my screenshot under “Company properties”
- Enable re-enrollment as shown in my screenshot: Add re-enrollment triggers to a workflow
- Click the + sign to add a workflow action and look for “Copy property value”
If you get stuck at any point, let me know where!