The Set Owner tool sets the owner of a contact record to the user that created the record.
- Keap or Infusionsoft
How It Works
Decide if you'd like to assign the owner of your contacts as the person who created the contact, or if you'd like to have one owner for all contacts created.
Create Internal Form
Create an Internal Form in Infusionsoft/Keap. You will use this internal form to enter in your contacts.
Enter your contact via an internal form. Every time you submit the form, the owner you chose will automatically be assigned.