Workflow Action: Set main owner/co-owner

This Action allows you to automatically assign a new main owner or co-owner to Contacts that have reached this stage of your Workflow.

By default, the main owner of a Contact is the user who imported the Contact into the database, either manually or via API. Apart from the main owner, Contacts can have co-owners, who can manage their Contact Cards.

After adding this Action to your Workflow, define the following settings:

[1] Ownership type—Specify whether the email address selected in point [2] should become the main owner or a co-owner of Contacts that have reached this stage of the Workflow.

[2] Owner—Select an email address from the list of all Contact owners on your account. The selected owner will become the new main owner/co-owner of Contacts that have reached this stage of the Workflow.

Click Save to continue configuring your Workflow.

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