6 docs tagged with "salesperson"

Learn how to use the Assign a sales team action to randomly assign a salesperson from a selected team to an account.

Learn how to use the Assign a salesperson action to assign a specific salesperson (or one chosen randomly from a pool) to an account.

Learn how to use the Assign a company owner / salesperson action to set a team member as the owner of a CRM company record in an automation.

Learn how to use the Assign a contact owner / salesperson action to set a team member as the owner of a CRM contact record in an automation.

Learn how to use the Notify a salesperson action to send in-app and email notifications to salespeople assigned to an account.

Learn how to use the Unassign salespeople action to remove all salesperson assignments from an account.