Contact Ownership for New Subscribers

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tharding
Member

Are there any best practices around assigning owners to new subscribers that have downloaded content?

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karstenkoehler
Solution
Hall of Famer

Hi @tharding,

 

Generally contacts are rotated evenly between multiple users. If you're company has multiple business lines with different sales processes and sales roles (e.g. direct sales versus partner sales, B2C versus B2B side), you'd rotate contacts only among the sales representatives of that part of the business.

 

HubSpot has a feature to automatically rotate records between multiple owners, available in Sales or Service Hub Professional and Enterpris.... Using this method, the workflow will evenly distribute assignment to the specified owners through the "Rotate to owner" action.

 

(For weighted lead rotation, e.g. because of different availability or working hours, there is a weighted lead rotation app. Alternatively, this can be achieved with custom code in workflows.)

 

If you don't have a Professional or Enterprise subscription, you can also use filtered views to show you all contacts with a certain Lifecycle stage and "Contact owner is unknown". You could save and pin this filtered view for easy access. You'd then have to manually bulk assign the owner to these contacts – this could be your first activity in the morning every day.

 

Let me know if this is what you're looking for. Happy to elaborate further if you share more context.

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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1 Reply 1
karstenkoehler
Solution
Hall of Famer

Hi @tharding,

 

Generally contacts are rotated evenly between multiple users. If you're company has multiple business lines with different sales processes and sales roles (e.g. direct sales versus partner sales, B2C versus B2B side), you'd rotate contacts only among the sales representatives of that part of the business.

 

HubSpot has a feature to automatically rotate records between multiple owners, available in Sales or Service Hub Professional and Enterpris.... Using this method, the workflow will evenly distribute assignment to the specified owners through the "Rotate to owner" action.

 

(For weighted lead rotation, e.g. because of different availability or working hours, there is a weighted lead rotation app. Alternatively, this can be achieved with custom code in workflows.)

 

If you don't have a Professional or Enterprise subscription, you can also use filtered views to show you all contacts with a certain Lifecycle stage and "Contact owner is unknown". You could save and pin this filtered view for easy access. You'd then have to manually bulk assign the owner to these contacts – this could be your first activity in the morning every day.

 

Let me know if this is what you're looking for. Happy to elaborate further if you share more context.

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

View solution in original post