Can I have the companies delete the HubSpot owner if not closed within a certain time?

[mmitche6]

I'm building a large team of sales reps. Is there anyway when a rep enters a company and contact, that if they don't close the account within a certain time period that particular reps name will get wiped from the account and a new rep can claim that account?

[ajwiggins85 · Accepted solution]

Hi there, 

Hmm... great idea! Unfortunately, HubSpot's workflows tool doesn't allow flexible date ranges (is more than or is less than x number of days) on deal properties at this time. 

One potential workaround is to set up a round-robin reassignment based on the last activity date associated with the contact record as HubSpot workflows allow flexible date ranges on contact properties.

1. Enrollment Criteria = last activity is more than 30 days + deal is not closed won or last activity is more than 30 days + deal is not closed lost.
2. Step One = Clear HubSpot owner 
3. Step Two = Round-robin assign a new owner. 

Hope this helps!