Exits: Owner (found), None (nobody owns it), Away (the owner is away).
| Exit |
Name |
owner |
Owner |
none |
None |
away |
Away |
| Key |
Label |
Takes |
Default |
Notes |
sources |
Where to look for an owner |
openDeal The owner of the company’s open deal, companyOwner The company’s owner, contactOwner The contact’s owner, earlierLead The rep an earlier lead from the company went to |
|
Tried in this order. The first that gives an owner wins. None ticked: all four. |
windowDays |
An earlier lead counts for (days) |
A number. |
90 |
|
awayKeepsOwner |
Keep the owner when they are away |
true or false. |
|
Off: the lead takes the Away exit. |
| Field |
What |
flow.rep_name |
Rep’s name |
flow.rep_owner |
Rep’s HubSpot owner ID |
flow.ownerSource |
Where the owner came from |