Changing sequence owner

Status: Not Currently Planned

Status history

Just adding my own comment as well to say that the ability to change the owner of the sequence would be incredibly useful in our case, where sequences are created by marketing team members for sales team members to use.

agree

Indeed! PLEAAASE

Especially important as a Sales Manager if an employee leaves the company!

We ABSOLUTELY need this feature

Yes, please! Setting everything up, enrolling lists, and checking which steps pass or not takes a long time.

why isn’t this a thing?

crazy I build a sequence for a new team member who doesn’t know how but I can’t then make them owner

This would be very helpful. I frequently create sequences for my team. It would be a time saver to be able to transfer ownership. It’s a pain to have to clone it for that purpose.

I agree this is essential for Sequences. I need to build automations for our Sales team, but upon doing so it’s not easy to transfer ownership.

yes, come one hubspot

After 3 years, how is this not a thing yet? I just had a user leave and I have to go into each contact task and change the owner. This is nuts! And even when I select the first task to change the owner, the remaining tasks on different days are still not changing… I am like WOW… come on is there not a fix?

Can’t agree more! We expect more of Hubspot!!!
Sonya

Hi everyone! My name is Hallie, and I’m an Assocaite Program Manager on our CXM team. This post is being marked as ‘not currently planned’ because this is not on the roadmap, but there is some additional context I wanted to share with you all.

While it’s not possible to change the sequence owner, as long as a sequence (and the templates within the sequence) are not private or limited to specific teams, any user should be able to use it. Users can manage their own enrollments and see reporting just for their contacts, even if they don’t “own” the sequence. “Owning” refers to the user who created it, but other users should still be able to use those sequences!

Attached is a screenshot showing where you can locate the ‘actions’ button next to a sequence on the sequence dashboard, then click ‘manage sharing’ to allow other users to use it. I hope this helps! :slightly_smiling_face:

I am the marketing lead and I send out newsletters on behalf of my boss and other colleagues, using the email feature. But I need to send email sequences out for my boss. These messages need to be send out with his name on them but he doesnt have the time to prepare them, that is why he pays me to do it. Open up the ability to send out sequence emails on behalf of other users in HubSpot please