How to allocate contacts to users?SOLVE
Mar 7, 2019 2:33 AM
Hubspot newbie here.
I have several contacts which fall into multiple lines of business, say Training (Client X, Y Z) and Consulting (Clients A, B, C)
I have these contacts tagged so I can separate each list.
However I want to assign different members of my staff to each group.
I want Sue to see Training contacts only. I want Fred to see Consulting contacts only.
How to I do this please? I am a basic (free) user.
Solved! Go to Solution.
Mar 7, 2019 3:16 AM
You need to make those users the 'Contact Owner' and then limit their permissions so that they can only see the contacts they own.
Hope this helps.
Mar 7, 2019 12:02 PM
@ebooster Exactly what was said above and then you can go to contacts and use property filters (left hand pane) to get the lists down to those you would like to assign to, then select all, click actions, edit properties, assign company owner.