Campaign Automation: Assign Owner Action

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Assign Owner Icon

The Assign Owner action is used in Campaign Automations to assign a Lead or Contact record to a CRM User or Team once they reach this action within the Campaign Automation.  Actions can be added to the canvas individually, or they can be included within Series. To learn more about series and actions, read this article.

To add the Assign Owner action, drag and drop it on the canvas. Click the node to edit the properties.

Assign Owner Empty

Display Name (required): The display name is entered by default, however you can change the display name to anything you like. Once you select a user, the display name will update to the name of the user selected.

Assign participant to the following owner (required): Use the lookup field to select the User or Team to whom you want to assign the lead or contact.


Note: A note is an option field for any details that need to be written about the action.

Assign Owner Filled

Feature Added: November 2015
Feature Updated: 8.7
ClickDimensions Version Need: 7.0
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