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Help Topic: Automated Sequence Ownership


Sequences can now be sent from a specific Owner of a record when automation is enabled.

Depending on what record a sequence is triggered from, you can designate a certain Record Owner to be the sender of that email.

When the Sequence is associated to a Candidate Record, you can choose the Candidate Owner

When a Sequence is associated to a Placement you can choose either the Job Owner, Candidate Owner or Placement Owner

When associated to a Contact - Contact Owner

When associated to a Lead -  Contact Owner or Lead Owner

When assoicated to a Placement Contact -  Contact Owner, Job Owner or Placement Owner

Long list Candidate - Candidate Owner or Job Owner