HubSpot Ideas

blugn

Round Robin Deal Owner When Deal Is Created

Fairly simple, I would like for the CRM to randomly select an agent when a deal is created. As far as I can tell there is no way to do that. I know I can automate the deal stage to assign an owner but it only allows me to select one person.

 

deal owner.png

 

Mises à jour HubSpot
Re: Round Robin Deal Owner When Deal Is Created - changed to: In Planning
November 08, 2018 02:18 PM

An action to "Rotate owner" for deal workflows is currently in the works!

4 Commentaires
Statut mis à jour : In Planning
aseeler
Équipe de développement de HubSpot

An action to "Rotate owner" for deal workflows is currently in the works!

Ale4
Membre

@aseeler any update on this?

ALafond
Membre

Update on this?

JGeoghegan
Participant

I'm looking for this functionality as well