Assign User Steps
You can now automate lead assignment logic in sequences via the new Assign User step.
- Specify which field should be assigned when the step runs.
- Supports overwriting an existing user, assigning only if the field is empty, or unassigning the user.
- Assign a specific user or select one at random from all users or one or more groups.
Additional steps following the Assign User step (emails, calls, SMS) are optional.
Sequence Send As
When creating sequences, you can now specify who the sender of each step should be. Options include:
- Enrolling User — The step sends from the user subscribing the contact to the sequence (current default behavior).
- Specific User — The step always sends from the same user (e.g., "Email from the CEO as the 3rd step").
- Assigned User — The step sends from the user assigned to the lead via a User Custom Field.
This allows a single sequence to be reused across team members more easily.
