The Assign an Owner process snippet allows you to assign or reassign the owner of a contact record as a step in a sequence.
- Double-click on the sequence you wish to edit or create a new sequence.
- Drag and drop an Assign an Owner process snippet onto the canvas.
- Double-click it to configure the settings.
- To configure owner assignment...
- Assign to User: This option allows you assign the contact record to a specific user in your Infusionsoft application.
- Click Save.
- You are now ready to publish your changes.