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Status: In Planning
blugn
Submitted by on ‎Aug 17, 2018 2:41 PM

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

 

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HubSpot Updates
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 Replies
In Planning
aseeler
HubSpot Product Team
HubSpot Product Team
‎Nov 8, 2018 5:18 PM

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

Ale4
Member
‎Dec 4, 2019 3:56 PM

@aseeler any update on this?

ALafond
Member
‎Sep 15, 2022 9:02 AM

Update on this?

JGeoghegan
Participant
‎Jan 20, 2023 3:46 PM

I'm looking for this functionality as well