Contact Owner Auto Assigned

[ekramer]

Hi there,

Currently, unassigned contacts are being autoassigned to an owner if a sales person emails the contact. Is there a way to adjust this setting? We have an automatic email that gets sent out with a meeting link encourging contacts to schedule a meeting. This email comes from a support member and not a sales person. This leads to confusion on who is  responsible for that contact and has resulted in business being lost.

[PBerckmans1]

Hello,

Piggybacking on this one. Would it be possible to force one contact owner to choose a different contact owner when creating a contact? So that the field contact owner does not stay on the creator. Thanks in advance. 

[RFTV]

Im new to CRM.

In my layperson mind I think contact owner is the owner of the business I want to contact
But it comes up automatically as me as contact owner 
Am I the owner of the client contact?
Thanks

[StefaniUAT]

Hello @RFTV,

Yes, most HubSpot users assign a Contact Owner which is the internal owner responsible for the contact. A contact owner can be autoassigned in many different ways, as seen and can be adjusted, here. 

[StefaniUAT · Accepted solution]

Hello,

You can create a default user to assign all unassigned leads to. So create a HubSpot user called "Default" and if someone doesn't need to be assigned to a specific person -  assign their contact owner to "Default". This should help it from overriding. 

You can also change the "from" in that email. You can have it come from "so and so" or "XYZ support team" and then change the reply address to their contact owner. 

Also, HubSpot allows you to create custom HubSpot Users. This way, you can have a user for both the sales and support members helping with that account if you want. 

Does anything above help solve your issue?

[PBarik]

Can I assigna group for this, and whenever a contact is generated, random users from the group will be assigned to it?

[kvlschaefer]

Hi @PBarik,

Thanks for reaching out!

The Contact assignation is based on the contact owner property. You can only assign one user to this property (not a team).

However, if you assign a contact to a member of a team (more on teams here), the "HubSpot team" property will fill automatically with the name of the user's team. You can learn more how to assign records in this help article here.  

Hope that helps!

Best,

Kristen