CRM - CRM automation changing the Opportunity owner

In SprintHub, it is possible to change the person responsible for the Opportunity and do this automatically, optimizing your work time in your CRM.

Follow the steps below:

1. Create the automation:

• Access your CRM: Go to the Automations section.

• Start creating: Click on "Create Automation" using the "+" button.

2. Configure and Save:

• Enter a Title: Give the automation a descriptive name.

• Configure a Trigger: Choose a trigger of your choice (in the example, “An opportunity field is updated” was used).

• Define the Condition: Choose a condition of your choice (in the example, “The opportunity value is...” was used).

• Choose the Action: Change the person responsible for the opportunity.

• Configure the Action: Choose the “responsible type” to be inserted and then save.

• Describe exactly what the action will do.

• Additional Settings: Choose according to your strategy.

• Save the Automation: After configuring, save the automation.

In cases where the Lead permission is already linked to a user, it will be necessary to include an Action to “Change Lead access permissions”

3. Run the Automation:

• Start the Automation: Hit “play” to begin execution.

It is possible to create this same automation in the pipeline. To do this, switch to the “Pipeline Automations” tab and click “+ New Automation.”

Done! Your automation is configured and working.