Changing sequence owner

[JFirth]

It would be really useful to be able to change the owner of a sequence once the sequence has been made. For example, this would enable me to create a sequence which could then be sent out by other SDRs and the data / analytics are reflected under their name not mine.

[JFirth]

Hi everyone! My name is Hallie, and I'm an Assocaite Program Manager on our CXM team. This post is being marked as 'not currently planned' because this is not on the roadmap, but there is some additional context I wanted to share with you all.

While it's not possible to change the sequence owner, as long as a sequence (and the templates within the sequence) are not private or limited to specific teams, any user should be able to use it. Users can manage their own enrollments and see reporting just for their contacts, even if they don't "own" the sequence. "Owning" refers to the user who created it, but other users should still be able to use those sequences! 

Attached is a screenshot showing where you can locate the 'actions' button next to a sequence on the sequence dashboard, then click 'manage sharing' to allow other users to use it. I hope this helps! 🙂

[B7]

Yes, we had a person who originally owned the sequences and he left the company before we even started using them! So, it is a essential! 

[RachelJordan]

Agreed -- I want to send a sequence on behalf of my CEO. The only option seems to be logging in as him or sending as a workflow instead.

[ernestajy]

Agreed, please implement this feature as soon as possible so that our colleagues can have more autonomy over their sequences.

[JLitwin]

@ckhubspot please, would be very helpful!

[CMeyer10]

This is essential guys - how can multiple people work on a workflow without any notifications or the ability to reassign sequences.  Please implement - as I spend hours trying to find a workaround that while probably take hours and customer reporting 😞

[BerilCelikgil]

This is also required to be able to pause the sequence. It says "contacts may only be paused by the user who enrolled them" but user can only pause a sequence if they also own the sequence.

[SHaas7]

YESSSSS!!!! This feature is essential!

[GGumery]

Very important, indeed.

[SiemonPeeters]

This is indeed very important for SMEs that want to scale up quickly and need to be able to quickly change their strategy or adjust their operations.

[TDenton]

That would be very helpful!

[SFrater]

This would be so helpful!

[CKinner7]

I'll broaden the scope - better tools to manage the transfer of automated work from one employee to another, for example when an employee leaves the company, changes roles, or goes on vacations or leaves of absence.

[BSong]

Agreed, we already have features to allow change of ownerships, hope to see this idea come too!

[MMacahilo]

Also hoping that this feature will be rolled out soon

[NBrookes]

Agreed - need this feature! We are usign auto enrollment from a workflow but sometimes the leads need to be passed to another rep. Unenrolling and re-enrolling is a major time sink!

[AnneZeller]

Yes, we do also need this feature! It's e.g. also important if an employee leaves the company and you have to change the email adresse that sends the emails form a sequence (as it's not possible to add "shared inboxes" like support@company.com) here). 

[ArieleSgheiza]

Yes

[TCornRain]

Much needed!!!

[VIyengar]

What's the latest on this request?

[OurOfficeTeam]

Very important to add this instead of having to clone all the time!