Auto Re-Assigning Companies

[tomas212]

Hi, 

Let's say we have 2 sales representatives - Mark and Peter. 

Peter is the owner of Company A in HubSpot. Mark needs to send one email to one of the contacts that are assigned to Company A (but he doesn't want to take over the company). After sending this e-mail, Hubspot automatically re-assigns the company to Mark, thus Peter is no longer the owner of Company A. 

I don't know if this is how HubSpot has been designed or is it a bug, but we would need to stop this. 

Thank you. 

[sharonlicari]

Hey @tomas212 

Could you please provide an example where we can see the Company Owner has been re-assigned?

The more screenshots, details, and information you can provide, the better the Community can assist.

Thank you

Sharon

[tomas212]

I am sorry but I don't know what screenshots I can provide. But I can try to explain it more in-depth. 

There is Company A and the owner was my colleague because the company is his account. I had to send an email to one person working in this company, but it wasn't sales related and it was just one email. I didn't want to take over the company and make it my account. After I sent this email and got a reply, HubSpot made me the owner of Company A. That's a problem in terms of notifications, reporting system, automation etc. 

My questions is, is this how HubSpot has been designed or is it a technical issue? Can I fix it somehow? 

[sharonlicari]

Hey @tomas212 

This is not the expected behavior, I did a test on my own portal and the company was not reassigned to me. 

Could you please send me a screenshot for the Company Owner property History where I can see this has been changed? 

Thank you

Sharon

[tomas212 · Accepted solution]

Hi @sharonlicari 

thank you. I didn't know there is a Property History. After I opened it I found the property got changed by a workflow because of the 'if branch' not being defined very well. I redefined it and I think it should be fixed now.

Tomas.