How does the Assign Lead Owner (Distribution) action work?

In the RD Station Marketing Automation, you can assign a Lead Owner via a user list. For example, if you have 3 salespeople, you can use the Assign Lead Owner (Distribution) action to assign Leads to each of them, like a sales distribution list.

To do this, drag the Assign Lead Owner (Distribution) action into the workflow at the point where you want to assign a new Lead Owner. Then, choose the salespeople eligible to receive the Lead. The list only displays email addresses of salespeople who are registered RD Station Marketing users.

What happens if the Lead already has an Owner and then becomes subject to the Assign Lead Owner (Distribution) action?

If a Lead already has an Owner, the previous Owner will be replaced with a new one according to the distribution list order.

The previous Owner will replaced unless they are also included in the distribution list. If this occurs, it will be as if the salesperson has received a new Lead and their turn will be passed on to the next salesperson in line.

Should the Lead be marked as an Opportunity before or after they are assigned a Lead Owner?

Leads must always be assigned Lead Owners before being marked as Opportunities. This is especially important if you use an integration tool that sends Opportunities to a CRM system. In this case, if a Lead does not have an Owner, they will be sent to the CRM system without any salesperson assigned to them.

Using multiple Assign Lead Owner actions

Throughout an entire automation, workflow actions do not communicate with each other, regardless of whether or not they are part of the same workflow. In other words, they are independent. Therefore, it is not recommended to have a single list of possible Owners for several Assign Lead Owner (Distribution) actions, because this will soon create an imbalance in the number of Leads each salesperson receives.