We are using the marketing dynamics for creating Marketing qualified leads providing the newsletter subscription page and other marketing forms these leads are assigned to the marketing team.
Then we nurture the leads and ask them to submit the interest forms to become sales Qualified leads, these leads are assigned to the sales team.
My problem is if the sales-qualified leads Submit Newsletter they will be assigned back to marketing. is there any way to keep the owner as sales no matter what the customer does?
Hi, Elly
Please create a Workflow to achieve your request.
After activating it, the Lead will not be assigned to others if the owner is the sales team.
If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.
Best Regards,
Nya
André Arnaud de Cal...
292,160
Super User 2025 Season 1
Martin Dráb
230,962
Most Valuable Professional
nmaenpaa
101,156