Assign New User automatically
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Elena Vo
Whenever I'm signing up new clients I have to manually go into every automation to assign a user. Would be awesome to have a button to round-robin select user to a new lead in order to avoid having to go into every automation every time
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Divyam Bhadoria
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This can be done using the dynamic option in users.
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Geoffrey de RDV Maker
Divyam Bhadoria I tired but it didn't worked. Which is the value to indicate so it can auto assign the account owner ID ?
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Simon Heit
You can do "split" in the automation to distribute them to users based on a percentage. That's what I do