Sequence Delegation

By default, actions for a lead or contact added to a Sequence will all be owned by the lead or contact owner. Sequence Admins can delegate actions to a different user using three different methods. 

Sequence Delegation 


When building or editing a Sequence, the Sequence Details page includes a Sequence Delegation section to configure any lookup field on the related record type, including Created By and Last Modified By.  

The list will include any Lookup Field in the Guided Selling Field Set for the Sequence's Object.  

Based on the selection, the user in that field will be set as the Action owner for each action within the Sequence. 

Editing this configuration after a Sequence is activated will re-assign all actions.  

Note: if the field on the record is blank, delegation will default to the record owner.  

Example Use Case

If you use queues and keep all leads assigned to the queue you can add a custom field to the leads to designate which user will be the action owner for Sequence activity.  

Action Level Delegation

Individual actions within a Sequence can also be delegated. Each action inherits the delegation setting on the Sequence Details configuration. You can override the selection for each action by clicking the Advanced Configuration and choosing a different action owner field. 


Example Use Case

You may choose to have a Sequence where an SDR initiates the first step of the Sequence and an AE takes the later steps. 

Individual Participant Action Delegation

You may assign individual actions already created for a participant by reassigning the Participant Action either from the Participant Action record or the Participant Action list view.   

Example Use Case

If an agent is going to be out for some time, you can re-assign their scheduled actions during that time to a different agent. 

Use the Participant Action list view, filter by the Participant Owner name and Expected Execution Date equal to the period the agent will be out. You may reassign the actions in bulk from that view.  

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