Lead Sales Owner Assignment

[Lisa_Tait]

Hello

I have a requirement for the owner (Sales) in Leads to be assigned to a particular user upon Creation for a particular source.

We have multiple marketing units and this is relevant for one of our units. I have looked at whether I could this via a workflow but that particular field is not available for updating. Is there a way of adding this field for updating via a workflow? I have also looked at how I could this via the Define Rules for Lead Assignment but this didn't seem to work.

Any suggestions and ideas welcome.

Thanks

Lisa

[former_member226]

Hello,

If the desired field is not available via Workflow then you can not evaluate the condition or update the field value for it via workflow. Therefore you have to look for some alternative options.

1. Either you write a complete decoupled logic via PDI Event-BeforeSave/AfterModify.

2. Write a custom Action in PDI and then call it via workflow to update owner.

3.In case it is a KUT field then it should be available via "Adapt Columns" button in lead routing.

BR