How to Use the Change Assigned User Workflow

How to Switch Salespersons for Leads Using the TAF Workflow

This guide provides step-by-step instructions on how to configure and apply the "TAF - Switch SalesPersons" workflow. You will learn how to set up the automation to reassign leads and then execute this process for selected contacts.

Start url: https://client-app-automation-workflows.leadconnectorhq.com/v2/location/NaYTqOT2MdL2AlRveBqK/automation/workflows

Tab Name: Workflow

Accessing the 'TAF - Switch SalesPersons' Workflow

First, the workflow will take care of removing the currently assigned user.

Second, the workflow will take care of selecting the user or users you assign in the "users" section.

Don't forget to click "Save Action."

And click "Save" to apply the workflow changes.

Returning to the Workflows List

Tab Name: Thomson Auto Financing

Accessing the 'TAF - Switch SalesPersons' Workflow

First, the workflow will take care of removing the currently assigned user.

Second, the workflow will take care of selecting the user or users you assign in the "users" section.

Don't forget to click "Save Action."

And click "Save" to apply the workflow changes.

Returning to the Workflows List

Navigating to Contacts

Selecting Contacts to Reassign

Initiating Automation for Selected Contacts

Naming the Automation Action

Choosing 'Workflow' as Automation Type

Selecting the 'TAF - Switch SalesPersons' Workflow

Confirming and Adding to Automation

Checking Automation Progress

Viewing Bulk Action Status