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Hi,

It would be helpful to use other 'user' fields to be able to assign a lead or task someone in an automated way using a journey. Owner is typically the person who created the record, so we have another field to manage who is the point of contact for the account or contact. This makes the options on the journey builder not applicable to us, since Owner is the field to dynamically populate and assign.


Ideally, we could choose the dynamic field we wish to use (more like how the CC functionality works).



Category: Journey Design
STATUS DETAILS
Merged