My client has spun out a second company from their original company, and we are partitioning data within two business units under the original portal. All the contacts in the original portal had a contact owner assigned, but a different set of employees are responsible for the new business unit and we would like to assign them respectively as contact owners without writing over the existing data. In essence each contact needs a contact owner per business unit.
An example of where this would be useful is in setting up meeting scheduling links. There is already the ability to associate the meeting to a business unit, but when you prioritize the contact’s owner for scheduling in a round robin meeting type, it defaults to the native contact owner and there’s no way to differentiate the owner per business unit. The workaround of creating a custom HubSpot user property isn’t applicable here because there’s no way to set the meeting to use that custom property instead of the native contact owner.
Urgently needed!
You can create multiple contact owner properties. What we’ve done is included a Contact Owner (Unit 1) and Contact Owner (Unit 2)
Let me know if you have any questions.
Yes @emtendo you can create custom fields with your users as the field options but that doesn’t work to rotate meeting scheduling to the correct owner.
That’s great @emtendo!
How do you go about the meeting scheduler that can only use the default contact owner property?
If I have diffferent meeting links they only override the default owner but don’t let me manipulate the custom ones?
Cheers!!