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When bulk importing contacts via CSV file, how do I assign owners to contacts?
Résolue
Hi, @FYI. You can accomplish this by including a Contact Owner column on your .csv, and supplying the corresponding owner's name or email address. Those owners must be HubSpot users in order for the assignment to stick, so those name/email values have to match what's on the user.
Brad Mampe, Salesforce Analyst, Fidelity I'm probably wrong. I may not be right about that.
When bulk importing contacts via CSV file, how do I assign owners to contacts?
Résolue
Hi, @FYI. You can accomplish this by including a Contact Owner column on your .csv, and supplying the corresponding owner's name or email address. Those owners must be HubSpot users in order for the assignment to stick, so those name/email values have to match what's on the user.
Brad Mampe, Salesforce Analyst, Fidelity I'm probably wrong. I may not be right about that.