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Trigger Owners and Ownership Rules

Written by Premsanth Rajamani

A trigger's owner determines which sequences are available to it when you configure sequence-related conditions and actions.

👉 Ownership options

  • Shared — the trigger can only reference shared sequences. Use this for triggers meant to apply across the whole team.

  • Specific teammate — the trigger can reference shared sequences plus sequences owned by that teammate. Use this for individual or role-specific workflows.

👉 Change a trigger's owner

You can change the owner of an existing trigger at any time. Salesgear will confirm first: "Are you sure you want to change the trigger owner? This will reset the sequence-related conditions and actions." Confirming resets only the sequence-related parts of the trigger — everything else stays as configured.

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