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Trekker
Member

Meeting round robin --> assign to new round robin owner?

I've got a workflow where when someone schedules a meeting using the demo form + calendar tool, it will automatically open a deal and assign it to the contact owner. Is there a way to have it reassign the lead to the person the deal was round robin'd to and also have the deal in that person's name?

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Meeting round robin --> assign to new round robin owner?

Hi @Trekker,

 

I'm not sure I'm following. You're saying that you're creating a deal and assigning it to the contact owner - and you're asking about reassigning the lead (which lead?) to the deal owner and assigning the deal to the same person (isn't the deal assigned already)? If you would clarify or rephrase, that'll help with providing a solution.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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