would like them assigned to whoever is logged on and doing data entry, and not to a fixed person as might be defined in a rule. Is that possible?
1 reply
Hey Bob, thanks for reaching out. To automatically assign a new contact or company to yourself in Decile Hub, you need to set up an automatic stage change. Go to the stages in your respective pipeline and select the initial stage. Change the "Finally, Hold at this stage" option to the stage you want the new entities to move to. Finally, toggle on "Automatic Execution" to ensure that when new contacts or companies are added, they automatically get moved to the stage you selected, thus assigning them to you.
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