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Trigger Owners and Ownership Rules

Premsanth Rajamani avatar
Written by Premsanth Rajamani
Updated over 3 weeks ago

Trigger owners help control how triggers interact with sequences in a team setup.

When you create a trigger in Salesgear, you assign an owner to it.

This determines which sequences are available when configuring trigger conditions and actions, and helps keep automation organized across teams.


Understanding trigger ownership

Salesgear supports two ownership options for triggers:

  • Shared

    Choosing Shared limits sequence-related conditions and actions to shared sequences only.

    This is useful for triggers meant to apply across the entire team using common workflows.

  • Specific teammate

    Choosing a teammate allows the trigger to access:

    • Shared sequences

    • Sequences owned by the selected teammate


    This option is helpful when automations are designed around individual ownership or role-specific workflows.


Changing a trigger owner

You can change the owner of an existing trigger at any time.

When you update the trigger owner, Salesgear will show a confirmation message:


“Are you sure you want to change the trigger owner? This will reset the sequence-related conditions and actions.”


Confirming this will reset only the sequence-related parts of the trigger. Other configurations remain unchanged.

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