2 Replies Latest reply on Jun 10, 2016 4:56 AM by 931acd785b50fe1235f2e3573569f7750ede6713

    Auto Assignement to a account owner doesn't work

      Hi everyone,

       

      I am currently trying to improve my assignment according to the filter "Sync to SFDC" in my Smart Campaign's flow, in order to assign a lead or a contact to the right Account owner.

      In fact, my goal is that when someone downloads one of our contents and, he or she is one of our Customers, I would like to assign him/her to the right Account owner, plus the programed email won't be sent to the customer as well.

       

      Throughtout the testing phase the process seemed working well.; beforehand I created a fake account with the status "Customer", assigned to one of our Account executive. Then I created a fake contact belonging to the fake account and assigned him to the right Account owner; 

       

      Here are the filters :

       

      However, when a new lead (even if he or she is from a customer's company), gets assigned to myself instead of the right account owner, thereby the email is sent to him whereas I don't want.

       

      Does anyone know how to fix it please ?

      Thank you

       

      Best

       

      - Etienne