The functionality of Zoho CRM workflows continues to expand. Zoho recently added to the list of available actions and now you can assign a record owner through a workflow.
How Can I Set Up a Zoho CRM Workflow To Assign A Record Owner?
Follow the steps here to set up the Zoho CRM workflow to assign a record owner:
- Start a new workflow
- Select the trigger based on either a record action or date/time
- Define the relevant criteria for when the record owner assignment will apply.
- Select Assign Owner as the type of action
- Pick how you want to assign the user based on one of the following
- Category – Users , Roles or User Field
- Criteria
- Assignment rule – only the rules for the module will be available
- Choose whether you only want to assign to users currently online and signed into Zoho
- Check if you want to send an email notification
- Choose which related records to transfer
If more than one user meets the criteria you have outlined, Zoho will assign to users on a round robin basis.
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