Action: Assign Owner
If you'd like to assign a new or different owner to a contact at this stage of the funnel, simply add the 'Assign Owner' action. Drag it from the right-hand panel and drop it into the list of steps at any point in the funnel.
Select the Assign Owner action, you will be presented with some setting options.
- Assign Owner: - Select one or more owners to this contact.
Be sure to click [ Update ] after finalizing the settings.
Extension Required!
The Assign Owner Action is available with the Advance Features addon. Groundhogg - Advanced Features installed. It can be purchased separately or as part of the Agency, Pro or Plus Plans.