“Owner” Field Now Available in Update Lead Step

Automation Steps

Lead-Based Automations now support updating the Lead Owner field for improved assignment and distribution.

What’s New?

We’ve added the “Owner” field to the Update Lead step in Lead-Based Automations. Customers can now set or copy the Lead Owner using the existing Set a Field Value and Copy a Field Value options, just like in the Update Candidate and Update Sales Contact steps.

Why Does It Matter?

• Improved Lead Management: Enables better re-assignment and distribution of Leads across teams and business development workflows.

• Consistent Experience: Brings the Update Lead step in line with other automation steps, making configuration more intuitive.

• Enhanced Flexibility: Supports dynamic updates to Lead ownership based on automation logic, reducing manual intervention.

This enhancement empowers teams to automate lead distribution with greater precision, supporting more efficient and scalable business development efforts.