Company Ownership
SOLVE
1 Accepted solution
Company Ownership
SOLVEHey @ZZuberi ,
thanks for reaching out to the community. It sounds like there are multiple things going on so you might need to clarify a thing or two as we go along.
First I want to bring attention to this setting here: https://knowledge.hubspot.com/crm-setup/sync-ownership-between-contacts-and-companies
It ensures, that all new contact from a company for which the owner is already known, sets the owner of that contact to the same one by default. I recommend turning this on, if not done already.
Secondly, it sounds like that one of your teammates imported the existing contacts and override the owner property. This is definitely something I would bring up with your team in general, as it might be a better idea to have everyone the import permissions. Having everyone import anything they want is rarely a good idea.
You can check the history of individual property and its values and see the source of that change just to be sure. It's described here how to do it:
https://knowledge.hubspot.com/crm-setup/view-property-history
If you found this post helpful, consider helping others in the community to find answers faster by marking this as a solution. I'd really appreciate it.
Cheers,
Chriso
Company Ownership
SOLVE@ZZuberi This is something that I see that happens with ZoomInfo or Seamless.AI. If you are sending companies from these platforms through the API, it will append the value of the company owner to the user that is pushing the data through.
This would then cascade said ownership down to all associated contacts. This setting can be adjusted through Seamless.AI, or ZoomInfo
Company Ownership
SOLVEHey @ZZuberi ,
thanks for reaching out to the community. It sounds like there are multiple things going on so you might need to clarify a thing or two as we go along.
First I want to bring attention to this setting here: https://knowledge.hubspot.com/crm-setup/sync-ownership-between-contacts-and-companies
It ensures, that all new contact from a company for which the owner is already known, sets the owner of that contact to the same one by default. I recommend turning this on, if not done already.
Secondly, it sounds like that one of your teammates imported the existing contacts and override the owner property. This is definitely something I would bring up with your team in general, as it might be a better idea to have everyone the import permissions. Having everyone import anything they want is rarely a good idea.
You can check the history of individual property and its values and see the source of that change just to be sure. It's described here how to do it:
https://knowledge.hubspot.com/crm-setup/view-property-history
If you found this post helpful, consider helping others in the community to find answers faster by marking this as a solution. I'd really appreciate it.
Cheers,
Chriso
Company Ownership
SOLVEHi @ZZuberi , this is unusual seeing as usually, the company owner would dictate the contact owner. Have you checked to see if you have any workflows in place that may be causing this change?
