Dynamic CTA default owner

  • 2
  • Question
  • Updated 8 months ago
  • Acknowledged
Currently in the CTA action of a rule, we must set a "Default Owner", however it is a static user that must be used.

I've got a customer that is requesting the ability to select a dynamic user for this field, such as setting it to "Account CSM" versus "John Doe".

I'm wondering if this is anything we've considered putting on the road map in the future?

Photo of Tom Gerth

Tom Gerth, Employee

  • 4,572 Points 4k badge 2x thumb

Posted 8 months ago

  • 2
Photo of Dan Ahrens

Dan Ahrens, Official Rep

  • 24,802 Points 20k badge 2x thumb
Hey Tom, if you pull in the "Account CSM" field as part of the Setup Rule step, you can use this in the "Owner Field" in the Setup Action step to dynamically assign the CTA owner. Is this what you were trying to accomplish?