Applying Contact Owner to Mobile App contacts

Max Classic
1

Is there any way to assign contacts to an owner via the mobile phone app as I am entering them?

2

There isn’t a direct way that I know of, but you could set up very quick campaigns and have them tag driven and assign the owner inside the sequence.

So, tag = Assign to Joe
Then, inside the sequence, remove the Assign to Joe tag, then run the ‘assign an owner’ process and have Joe be the assigned owner.

Hope that helps.

Jeff

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3

Yeah, assigning a tag and then running ‘assign owner’ or an action set in a sequence will be the only native way to tackle that. So for each owner (user) create a tag that is connected to their individual assignment process and just automate the assignment post tag application.