Automatically assign the contact when created manually
C
Catherine Agravante
Add a step or filter in the automation such that if a contact is created manually by a specific user, it is automatically assigned to the creator instead of requiring manual assignment.
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D
Daniel Aragon
any updates Ashwin Raghunandan?
A
Ashwin Raghunandan
Merged in a post:
Automatically Assign Manually Added Contacts to Users with 'Only Assigned Data' Visibility Scope
A
Abe Hana
Workflow option that automatically assigns a lead to the same user who manually added the lead, specifically in a round robin system. This ensures consistency and that the user who enters the lead is responsible for it, even when the round robin is in use. Otherwise, users with the settings 'Only Assigned Data' Visibility Scope, will not be able to see that contact because of the automatic round robin system.
J
Jordan Smith
Even if you added a field here were the user who is creating the contact can select who they want to assign the new contact too.
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M
Matthias Miller
This looks to me to be a duplicate of https://ideas.gohighlevel.com/automations/p/assign-to-user-who-adds-contact and https://ideas.gohighlevel.com/contacts/p/default-assign-user
J
John Demitri
Setup a workflow that triggers on contact created. Use if / else to match user and assign user for each match and choose a default user if no match.
B
Brian Clark
John Demitri that's fine for small, stable agencies. But agencies who average 500 users who dynamically come and go, this gets near impossible to keep up with.