CRM

edmundk33
Member

Contacts defaults to "Contact Owner"

SOLVE

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

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Contacts defaults to "Contact Owner"

SOLVE

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
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

4 Replies 4
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Contacts defaults to "Contact Owner"

SOLVE

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
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.

edmundk33
Member

Contacts defaults to "Contact Owner"

SOLVE

Hi Karsten,

 

That worked perfectly.  Thank you so much 

0 Upvotes
chrisworqflow
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Contacts defaults to "Contact Owner"

SOLVE

@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

edmundk33
Member

Contacts defaults to "Contact Owner"

SOLVE

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 Upvotes