Automatically Assign An Owner in a Sequence

This article applies to:

The Assign an Owner process snippet allows you to assign or reassign the owner of a contact record as a step in a sequence.

  1. Double-click on the sequence you wish to edit or create a new sequence.
  2. Drag and drop an Assign an Owner process snippet onto the canvas.
  3. Double-click it to configure the settings.
  4. To configure owner assignment, select Assign to User. This option allows you assign the contact record to a specific user in your application.
  5. Click Save.
  6. You are now ready to publish your changes.

The Assign using Round Robin functionality does not work in Keap at this time. Please ensure you select Assign to User for this process snippet to function.