The reality of our live recruiting situation requires us to collect contact information from the contacts on paper cards (that contain use of information statements) which are then entered into Hubspot with a form available to our recruiters for entry.
And depending on the type of event/type of audience, we need the invidiual entering the cards to be able to select a specific end user to handle given submissions. And were a specific users is not selected, then the standard workflow is used to assign round robin to the standard group of users.
So; say, Fred was asked to attend an event to tell an audience about our offerings. Fred than finds that some of the audience members who have provided contacty information really need to receive outreach by Treena, who happens to be an expert in these audience members very specific interests. Fred doesn’t want these submissions to just go to any Hubspot user in the assignment rule. He knows that they really should go to Treena. He needs to be able to select Treena. The next day, Fred speaks to a very large audience, with divergent interests, he needs those go to the standard group of users. Since the number is large, they need to be distributed evenly, according to the standard rule, and he will not be selecting any specific users. The following week, Fred attends an event and each audience member providing contact information wants to now about a specific IT offering. Fred needs to assign them to Lanice because Lanice knows about the event, is responsible for processinng IT offering requests, and has asked Fred to route these inquiries to her.
Fred is a general field recruiter and is not technically savvy. He needs to use the same form each time he enters contact information and to expect Fred to change ownership assignment within Hubspot after entry is absolutely not going to happen… Hope that helps. 