Sales Accelerator Activity Assignment

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Posted on by Barton.Abby21

We've been utilizing Sales Insights Sales Accelerator for some time now with Leads and this works great for the owner of the Lead. However, we would like to open the accelerator up on Opportunties and Quotes. The issue is the person that the sales accelerator activities should be generatered for are not the owner of the Opportunity or Quote. Is there anywhere to set the activity owner to be who created the opportunity or quote instead of the record owner? I couldn't find a spot for this in the segment or sequence setup. If anyone has done this, can it be done out of the box, or through a workflow, or power-automate if not natively? The end goal is to have the records linked to a sequence but the up next activities should be assigned to another user other than the owner and appear in their Work List Items. Appreciate any insight!

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Community Member on at

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Hi,

If you want to set the activity owner to be who created the opportunity or quote, maybe you can try to use workflow or flow to achieve it.

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Nicholas Plant 55 on at

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You will probably need to wait for this feature to be released. learn.microsoft.com/.../guide-sellers-work-simultaneously

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Barton.Abby21 25 on at

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Thank you Nicholas! That's exactly what we are looking for. I guess we'll have to wait for the release. Appreciate the finding!

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