2 Replies Latest reply on Feb 9, 2017 3:50 PM by Josh Hill

    Change Owner when Lead Converted

    Rachel Bryan

      Hi all,

       

      I am trying to build a workflow that will align the contact owner with the account owner when a lead is converted.  I found a thread that had suggested I build a workflow that changes the owner based on account owner email address (thread here: Contact owner match Account Owner in SFDC ).  However, when I tried this for myself using account owner email address and account owner full name and then tested it, but it did not work.  Below are screenshots of the setup.  Does anyone have any recommendations?  If I run a batch campaign would I have to do one per salesperson per week?  Any insight is much appreciated!