Account & Settings

LBennett7
Participant

Assigning leads - HubSpot setting

SOLVE

Hi, one of my colleagues received a HubSpot notification saying he'd been assigned 3 leads. I'm not sure what's triggered this. Is it linked to the prospecting workspace? Can we turn off automatic lead assignment?  

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TomM2
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Assigning leads - HubSpot setting

SOLVE

Hey @LBennett7  if you navigate to your lead within HubSpot and click "actions" "view all properties" then search for the owner property, you can hover over this and click "details" and HubSpot will show you how the lead was assigned to that owner: 

TomM2_0-1724421177587.png

 

Tom Mahon
Technical Consultant | Solutions Engineer | Community Champion
Baskey Digitial

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TomM2
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Assigning leads - HubSpot setting

SOLVE

Hey @LBennett7  if you navigate to your lead within HubSpot and click "actions" "view all properties" then search for the owner property, you can hover over this and click "details" and HubSpot will show you how the lead was assigned to that owner: 

TomM2_0-1724421177587.png

 

Tom Mahon
Technical Consultant | Solutions Engineer | Community Champion
Baskey Digitial

Book a consultation

Did my post help answer your query? Help the community (and me) by marking it as a solution.


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LBennett7
Participant

Assigning leads - HubSpot setting

SOLVE
Hi, thanks for your response. I don't have an owner field, which seems odd.
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TomM2
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Assigning leads - HubSpot setting

SOLVE

Hey @LBennett7 the owner field is a default HubSpot field, it should he "HubSpot owner" or "hs_owner". It's what HubSpot uses to assign a record to someone. It comes with every HubSpot portal and is impossible to delete, so I'm honestly not sure how your portal doesn't have this field. 

What field do you use to assign a lead to someone? 

Tom Mahon
Technical Consultant | Solutions Engineer | Community Champion
Baskey Digitial

Book a consultation

Did my post help answer your query? Help the community (and me) by marking it as a solution.


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