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Using Automations to Assign users or sales reps

Assign "sales rep" or "assigned to" fields with automation.

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Gordon Davis shared this idea  ·   ·  Report…  ·  Admin →
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  • Jay Gamero commented  ·   ·  Report

    I really need this waiting on someone to become available is not ideal I have used zapier to auto assign to a specific sales rep but I would like to have more control with automations specifically for contact types, cities, etc

Settings: Automation

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