CRM

edmundk33
Membre

Contacts defaults to "Contact Owner"

Résolue

When viewing my contacts, they default to "Contact Owner". However, when I send an email the new contacts are not listed on this default. I continuously have to click the "x" to see all my contacts.

What is my solution here? Is there any way to change ownership of all my contacts simultaneously so I don't have to keep doing this?

 

Screen Shot 2022-09-26 at 10.38.51 AM.png

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1 Solution acceptée
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Contacts defaults to "Contact Owner"

Résolue

Hi @edmundk33,

 

You should by default have an "All contacts" tab on the contact index page:

 

karstenkoehler_0-1664252497465.png

 

Simply drag and drop this tab to the left so it's on the first position. When refreshing the page, HubSpot will default to the tab in the first position.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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4 Réponses
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Contacts defaults to "Contact Owner"

Résolue

Hi @edmundk33,

 

You should by default have an "All contacts" tab on the contact index page:

 

karstenkoehler_0-1664252497465.png

 

Simply drag and drop this tab to the left so it's on the first position. When refreshing the page, HubSpot will default to the tab in the first position.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

edmundk33
Membre

Contacts defaults to "Contact Owner"

Résolue

Hi Karsten,

 

That worked perfectly.  Thank you so much 

0 Votes
christopher-RVO
Conseiller clé | Partenaire solutions Diamond
Conseiller clé | Partenaire solutions Diamond

Contacts defaults to "Contact Owner"

Résolue

@edmundk33 The unassigned contacts view is a native view in the CRM. The filter that is on the view only has an X on the Unassigned field at the bottom the drop down menu. If you would like to see only your contacts, you could use one of the other native views 'My contacts' which is discoverable under 'All views'

Screen Shot 2022-09-26 at 4.53.15 PM.png


Christopher Barnett - VP of Revenue at Aptitude 8


edmundk33
Membre

Contacts defaults to "Contact Owner"

Résolue

I understand that, but everytime I refresh the page it defaults to Contact Owner & it automatically applies the filter....  How do I eliminate that, where it defaults to my contacts.  I even edit the Filter but it always defaults to that... Super frustrating that every time I switch between tasks and contacts I have to either click the "X" or edit the filter.

0 Votes