CRM

danilopnh
Member

Automatic owner assignment

SOLVE

Hi.

Guys, how do I automatically assign a lead owner once he submits to my contact list? I have a few registered sellers and I need as soon as a contact sends their information through the form it assigns a random owner (like a roulette).
Ps: I use the free version of CRM Hubspot.

 

Thanks.

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1 Accepted solution
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Automatic owner assignment

SOLVE

Hi @danilopnh

 

The free CRM doesnt support a way to automatically assign leads to owners. Sales Professional would be required so that you could use workflows and the lead rotation function to do what you descibe. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency

View solution in original post

0 Upvotes
1 Reply 1
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Automatic owner assignment

SOLVE

Hi @danilopnh

 

The free CRM doesnt support a way to automatically assign leads to owners. Sales Professional would be required so that you could use workflows and the lead rotation function to do what you descibe. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency
0 Upvotes