G’day! Is there a way to Assign a task via a custom field in Campaign Builder?
This is the problem that we have: We are a multidiscipline financial service company and is using Infusionsoft as part of operating system. Our team relies heavily on tasks and we have around 40 advisors. Each client usually works with 3 advisors and tasks are created for all 3 of them. Each advisor would have roughly 20 tasks per client (created at different times). This means we can’t create a task using the “Assign to Contact’s owner” option. We have to use the “Assign to (backup)” and select the advisor manually. But this also means, our campaigns are huge and we need a lot of sequences for the same task because the are allocated to a different user.
This is my question: Can we have an option to assign a task based on a custom field instead? Now that we can have up to 150 custom fields (Loving it!), we can create a few “User List” custom field and use it as a task creation option. Or is there a simpler way around this that I’m simply missing…
Looking forward to any suggestions/ideas!
p.s. Here’s a snapshot of one of our campaigns. We have at least 10 campaigns looking like this one: