Changing sequence owner

JFirth

It would be really useful to be able to change the owner of a sequence once the sequence has been made. For example, this would enable me to create a sequence which could then be sent out by other SDRs and the data / analytics are reflected under their name not mine.

72 Replies
MPasanen
Participant

agree

SandrineMayzou
Contributor | Platinum Partner

Indeed! PLEAAASE

LonnieBar
Participant

Especially important as a Sales Manager if an employee leaves the company!

MCornen
Member

We ABSOLUTELY need this feature

AngieZ1
Member

Yes, please! Setting everything up, enrolling lists, and checking which steps pass or not takes a long time.

MRobertson2
Member

why isn't this a thing?

crazy I build a sequence for a new team member who doesn't know how but I can't then make them owner

Jenny26
Top Contributor

This would be very helpful. I frequently create sequences for my team. It would be a time saver to be able to transfer ownership. It's a pain to have to clone it for that purpose.

EmailyD
Member

I agree this is essential for Sequences. I need to build automations for our Sales team, but upon doing so it's not easy to transfer ownership.

ZFransson8
Member

yes, come one hubspot

MSelf2
Member

After 3 years, how is this not a thing yet?  I just had a user leave and I have to go into each contact task and change the owner.  This is nuts!  And even when I select the first task to change the owner, the remaining tasks on different days are still not changing.... I am like WOW... come on is there not a fix?  

OurOfficeTeam
Participant
Can't agree more! We expect more of Hubspot!!!
Sonya
hhiggins
HubSpot Product Team

Hi everyone! My name is Hallie, and I'm an Assocaite Program Manager on our CXM team. This post is being marked as 'not currently planned' because this is not on the roadmap, but there is some additional context I wanted to share with you all.

 

While it's not possible to change the sequence owner, as long as a sequence (and the templates within the sequence) are not private or limited to specific teams, any user should be able to use it. Users can manage their own enrollments and see reporting just for their contacts, even if they don't "own" the sequence. "Owning" refers to the user who created it, but other users should still be able to use those sequences! 

 

Attached is a screenshot showing where you can locate the 'actions' button next to a sequence on the sequence dashboard, then click 'manage sharing' to allow other users to use it. I hope this helps! 🙂

 

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