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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Lead assignment
Customer experience | Sales, Customer Insights,...
Suggested Answer

Lead assignment

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Posted on by Elly-Farokhi 205

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?

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  • Suggested answer
    Nya Profile Picture
    Nya 29,060 on at

    Hi, Elly

    Please create a Workflow to achieve your request.

    1. Go to Advanced Settings > Settings > Processes. Create a real-time Workflow targeting at the Lead entity.

     pastedimage1615355165344v1.png

    1. Set the “Start When” as “Before record is assigned”.

     pastedimage1615355172711v2.png

    1. Add a condition that Owner is the Sales Team. It can be only set with a certain team.

     pastedimage1615355182650v3.png

    1. Add a step to cancel the Workflow

     pastedimage1615355189675v4.png

    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

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