Outbound - AE to BDR - Step 2 reassignment

FieldValue
ID93684652
StatusEnabled
Object TypeCONTACT
Scopesales
CreatedOct 24, 2025
UpdatedOct 24, 2025

Functional Analysis

Business Trigger: Account Executive hands off a contact back to Business Development Representative for continued outbound efforts

Business Outcome: Contact ownership and sequence enrollment is reassigned from AE to BDR for step 2 of outbound process

Type: Routing | Complexity: medium

Multi-step reassignment process between sales roles

How This Workflow Functions

This workflow is designed to convert the trigger "Account Executive hands off a contact back to Business Development Representative for continued outbound efforts" into the outcome "Contact ownership and sequence enrollment is reassigned from AE to BDR for step 2 of outbound process".

Runtime MetricValue
Total action nodes8
Decision points (branches)1
Data update actions0
Delay/wait actions2
Notification actions0
Task creation actions0
External call actions0

Enrollment / Entry Criteria

_No explicit enrollment criteria were found in the extracted payload._

Step-by-Step Action Flow

SequenceContextAction TypeWhat Happens
1Main FlowBRANCHEvaluate branch logic and route to the matching path
1.R.1Main Flow > RejectedLEAD_ASSIGNMENTExecute LEAD_ASSIGNMENT action
1.R.2Main Flow > RejectedCOPY_PROPERTYExecute COPY_PROPERTY action
1.R.3Main Flow > RejectedDELAYDelay for a configured period
1.R.4Main Flow > RejectedCOPY_PROPERTYExecute COPY_PROPERTY action
1.R.5Main Flow > RejectedDELAYDelay for a configured period
1.R.6Main Flow > RejectedUNSUPPORTED_ACTIONExecute UNSUPPORTED_ACTION action
1.R.7Main Flow > RejectedCOPY_PROPERTYExecute COPY_PROPERTY action

Action Narrative

Group: AE-BDR Lead Routing