Assigning Prospects

Assign a prospect to an Account Engagement user to give the user ownership of the record and sync it to Salesforce. You can manually assign a prospect or use automation rules and completion actions to assign a prospect to the appropriate rep based on activity and information.

Required Editions

Available in: All Account Engagement Editions

Assignment Actions
Use actions to assign a prospect to a user, group, queue, or active assignment rule. However, assignment actions don’t reassign prospects who have an owner. You can use assignment actions with manual assignments, automation rules, and completion actions.
Assignment Actions for Salesforce
You can integrate prospect assignment with Salesforce with Account Engagement automation tools. Assign prospects to queues, or use active assignment rules.
Automating Prospect Assignments
Account Engagement offers tools to automate prospect assignment based on a prospect’s information and actions.
Assign Prospects from the Prospect List
You can assign and reassign prospects quickly from the prospect list.
Assign a Prospect from a Prospect Record
You can assign or reassign a prospect from the prospect’s record.
Assign Prospects During Import
You can assign or reassign prospects during an import.