Assign User

This action assigns a manager as responsible for a deal or contact in Kommo.

When to Use

  • Customer requested connection with a manager

  • Customer is ready to buy — assign sales manager

  • Technical issue — assign support specialist

Configuration

  1. Select action Assign Responsible

  2. Select User from the list of Kommo employees

  3. Select Assignment Scope:

    • Deal only

    • Contact only

    • Deal and contact

  4. Click Save

Parameters

Parameter
Description

User

Kommo employee who will become responsible

Scope

What to assign: deal, contact, or both

Example

Trigger condition:

Action:

  • User: Ivan Petrov (Sales Manager)

  • Scope: Deal and contact

Important

  • User list is synchronized from Kommo

  • If users don't appear — click "Sync" in Kommo settings

  • Assignment only works if the deal or contact already exists

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