Meeting round robin –> assign to new round robin owner?
- by Admin
- Posted on May 3, 2025
I’ve got a workflow where when someone schedules a meeting using the demo form + calendar tool, it will automatically open a deal and assign it to the contact owner. Is there a way to have it reassign the lead to the person the deal was round robin’d to and also have the deal in that person’s name?
I’ve got a workflow where when someone schedules a meeting using the demo form + calendar tool, it will automatically open a deal and assign it to the contact owner. Is there a way to have it reassign the lead to the person the deal was round robin’d to and also have the deal in…