CRM

EBrake
Participant

set multiple previously owned contacts to no owner

SOLVE

A sales team member is leaving our team for the first time since we installed HubSpot. I have reassigned all of his companies to new owners, and many of his contacts have also been reassigned. However, this are ~160 contacts that will not receive new owners. Therefore the owner field should be blank.

I thought that if I left the field blank in my import file for those contacts that the blank field would overwrite the existing data. However that did not happen. The old owner is still associated with the record. (I know the import worked because the new owners were all successfully assigned in the same process.)

How can I remove contact owner designations and leave the field blank via import?

Thank you!

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

set multiple previously owned contacts to no owner

SOLVE

Hi @EBrake,

 

Just to summarize, there are contacts who still have the contact owner assigned that have left the company and you want to clear it?

 

If so, you don't need an import here. Simply make the change directly in the HubSpot user interface: https://knowledge.hubspot.com/crm-setup/how-to-set-an-owner#assign-an-owner-from-the-object-s-index-...

 

On Menu > Contacts > Contacts, filter for contacts assigned to this user, then use the Assign button to assign them to no one:

 

karstenkoehler_0-1692074395160.png

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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4 Replies 4
lcoburn
Participant

set multiple previously owned contacts to no owner

SOLVE

Is there a way to do this if you want to do it via import?  I have tried changing the data point to "No Owner" in the import sheet, and the import interface flags it as an error that I can either ignore or bulk change to a specific user, but "No Owner" is not an option in the import interface.Screenshot 2025-01-09 at 4.23.50 PM.png

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

set multiple previously owned contacts to no owner

SOLVE

Hi @EBrake,

 

Just to summarize, there are contacts who still have the contact owner assigned that have left the company and you want to clear it?

 

If so, you don't need an import here. Simply make the change directly in the HubSpot user interface: https://knowledge.hubspot.com/crm-setup/how-to-set-an-owner#assign-an-owner-from-the-object-s-index-...

 

On Menu > Contacts > Contacts, filter for contacts assigned to this user, then use the Assign button to assign them to no one:

 

karstenkoehler_0-1692074395160.png

 

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.

Ohska
Member

set multiple previously owned contacts to no owner

SOLVE

@karstenkoehler - What to do when you have thousends of records to assign? through the inteface it can take ages. what am I missing? 

I need to reassign to "no owner" 4.5k companies

0 Upvotes
EBrake
Participant

set multiple previously owned contacts to no owner

SOLVE

Thank you! I thought I would have to do them 1 at a time via the interface, so this was helpful.

0 Upvotes