We have a pooled model. I do have the documentation on setting that up. Follow up though - once a person is assigned to a CTA, we want to fire the NEXT onboarding CTA but use the prior closed CTA assignee as the Owner. I have added the Assignee field to the show fields but no luck. And the rule is set to only fire the next CTA if the prior is closed won.
Best answer by WayneView original