Consejos, trucos y buenas prácticas

GBenito
Participant

Asignación automática de propietario

Résolue

Hola a todos, 

estoy intentando cambiar el propietario del contacto, pero cada dia me aparece de nuevo con el propiestario antiguo.

He visto esto, pero no se donde se cambian los ajustes predeterminados para que no se actualice automáticamente:

¿Alguien me puede ayudar?

GBenito_1-1699618299952.png

 

0 Votes
1 Solution acceptée
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Asignación automática de propietario

Résolue

Hi @GBenito,

 

This is due to this setting: https://knowledge.hubspot.com/crm-setup/sync-ownership-between-contacts-and-companies

 

After disabling it, you shouldn't experience this issue anymore.

 

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.

Voir la solution dans l'envoi d'origine

1 Réponse
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Asignación automática de propietario

Résolue

Hi @GBenito,

 

This is due to this setting: https://knowledge.hubspot.com/crm-setup/sync-ownership-between-contacts-and-companies

 

After disabling it, you shouldn't experience this issue anymore.

 

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.