The Assign Owner action is used in Campaign Automations to assign a Lead or Contact record to a Dynamics User or Team once they reach this action within the Campaign Automation. Actions can be added to the canvas individually, or they can be included within a Series. To learn more about series and actions, read this article.
Goals
- Learn how to add an Assign Owner Action to a Campaign Automation
- Learn how to set up an Assign Owner Action's properties
Add the Action to a Campaign Automation
To add an Assign Owner Action to a Campaign Automation, click on the Action icon in the sidebar and drag in onto the Campaign Automation Canvas.
Action Properties
Once the action has been added to the canvas, click on it, and you will see the right panel change to show the properties of this action.
Display Name (required): The display name is entered by default, however you can change the display name to anything you like. Once you select a user, the display name will update to the name of the user selected.
Assign participant to the following owner (required): Use the lookup field to select the User or Team to whom you want to assign the lead or contact.
Note: A note is an option field for any details that need to be written about the action.
| Feature Added: November 2015 |
| Feature Updated: 8.7 |
| Click Version Needed: 7.0 |