Assign Contact Owner based on initial outreach / Sales Activity

[mreddington]

I currently have a workflow set up to automatically move a New/Uncontacted lead to Attempted To Contact when an agent initiates any kind of Sales Activity, which is working fine.

I'd like to add a step that automatically assigns the Contact Owner as the user that performed this activity.

So for example, if my agent John Smith was the one to make the first contact with the lead, thus creating the initial sales activity, they become the Contact Owner.

[Ben_M · Accepted solution]

Assuming this is the absolute first activity, you could do an if/then looking at the Activity Assigned to property and then depending on the branch, assign to the owner.

I would not say this is scalable because the filter will look for any activity assigned to that owner in that order and if you recycle leads around (ie: turnover, re-assign/new territories) then they will have history which will make this not work. Typically I would recommend processing out a way that reps know what leads they can go after in a list or view, and either ops handles re-assignment based on data collected on the accounts, or allows them to be grabbed by reps so long as they maintain an active history with the prospect.