Auto assign contact owner based on meeting scheduled link
lösung
If I'm using a round-robin scheduling link, is it possible to get the contact owner to auto-assign to the person that is scheduled from the call? i.e. Sarah, Max and I are on the round robin scheduling link, a new contact uses the link and schedules a call with Sarah, how can the new contact be auto-assigned Sarah as the contact owner?
Mai 19, 202310:14 AM - bearbeitet Mai 19, 202310:16 AM
Mitwirkender/Mitwirkende
Auto assign contact owner based on meeting scheduled link
lösung
I'm after the same resolution too - and I still can't find a way to do this without conflicting our other new contact/company assignment rules.
If the company already exists and is owend by Laura, but the contact doesn't then there's no guarantee that the contact will defult to looking at Laura's calendar. It can still go to anyone's calendar.