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...
    • Assign to User: This option allows you assign the contact record to a specific user in your Infusionsoft application.
  5. Click Save.
  6. You are now ready to publish your changes.