CRM

AndyHarper
Membre

Changing a contact team

Hi, 

If you create or import a contact or company it is allocated to your current team, how can you change the team setting on a contact or company so it is visible to another team?

Can this be done to a contact list also?

Thanks

0 Votes
1 Réponse
Aleeson
HubSpot Employee
HubSpot Employee

Changing a contact team

Hey Andy-

 

The HubSpot Team or Contact Owner Property (if you want to assign the Contact to a member of a particular team) can be edited in bulk as per this Knowledge Base article, if you want to edit a list. This should override any team assignments they pick up when imported and reassign the Contacts. 

 

Let me know if this helped!

Al