How can I assign all contacts from the same company to the same owne

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Hi all,

 

Probably this question is super basic but, I am struggling a bit when assigning contacts to our sales representatives.

Sometimes two contacts from the same company get assigned to different Salespeople.

How can I make sure that contacts from the same company are always assigned to the same Sales representative?

 

Thanks

 

Regards,

 

Angela

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Community Thought Leader

Depending on how your company currently assigns leads to Contact.Owner's in HubSpot you might want to also consider ...


-1- Turning on ownership sync between contacts and companies
- see Sync ownership between contacts and companies


-2- Assigning Company.Owner's instead.
- see Assign ownership of records

 

Note: Changing the sync ownership and assigning Company.owner's will NOT auto-update contacts with already assigned owners. You'll want to clean those up as well. It can be a bit tricky, so remember to export your contacts (as a backup) before beginning.

Hope that helps.

 

Best,
Frank

 

MFrankJohnson-dot-com-HubSpot-Community-banner-gif-v20190817

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1 Reply 1
Community Thought Leader

Depending on how your company currently assigns leads to Contact.Owner's in HubSpot you might want to also consider ...


-1- Turning on ownership sync between contacts and companies
- see Sync ownership between contacts and companies


-2- Assigning Company.Owner's instead.
- see Assign ownership of records

 

Note: Changing the sync ownership and assigning Company.owner's will NOT auto-update contacts with already assigned owners. You'll want to clean those up as well. It can be a bit tricky, so remember to export your contacts (as a backup) before beginning.

Hope that helps.

 

Best,
Frank

 

MFrankJohnson-dot-com-HubSpot-Community-banner-gif-v20190817

Reply
0 Upvotes