You now have the ability to automatically assign a contact owner to prospects that are enrolled in a sequence within Uptics with the help of our new 'Assign Contact Owner' sequence step.
All you need to do is, add this new sequence step 'Assign Contact Owner' (highlighted in the screenshot below).
On adding the 'Assign Contact Owner' step, the step will look as highlighted in the screenshot below. From here, you have the ability to select and assign a user from the below list or you can use the 'Search Users' text box provided to search for an existing user to be assigned if you have a list of users.
On selecting a user, the checkmark icon before the user name will turn blue and the assigned user name will show on the step as highlighted in the below screenshot.
On completing all the sequence steps, settings, and launching the sequence, the prospects enrolled in the sequence will be assigned the selected contact owner as they move ahead in the sequence steps.
