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.

[JFirth]

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! 🙂

[dsecareanu]

+1

[magda_kas]

Very important especially where sequences are build out by sales operations/sales enablement role (either within the team or a HubSpot partner) for use by the sales reps

[CEvans28]

Two in one day! Searching for how to do something in Hubspot only to be met with another multiple-year-old forum post without a resolution. Good stuff!

[RW152]

Agreed! Very necessary!

[DSMiller10]

This is needed.  We have many reps, but only one marketing admin to create these sequences for us. It would be easier if the ownership could change easily.

[KOwen27]

Agree. My marketing team creates all the sequences but I'd really like some of my reps (Enterprise reps who are experienced) to be able to edit the sequence since they relationships with the customers/prospects. My team builds to make sure branding/messaging is accurate - I need them to be able to alter based on their expertise as sales people. Not to mention, they have to clone the sequence and now I've hundreds of cloned sequences over the year. Super frustrating.

[Nomad_Mike]

This has been an active issue for 3 years now. I don't think they're listening 🙃

[CMarritt]

3 years later and this is still an issue?! 

[AGorodetskiy]

Hubspot, we need this feature.

[lwallace11]

Would also help in the instance that a rep has an active sequence going, leaves the company, and you are trying to fill the gap or switch over to the new hire taking over.

[OurOfficeTeam]

Absolutely!

[TGNielsen]

Would love to have this feature. Maybe the 5th year of waiting is the charm.

[MarkYoder]

Yes, agreed! It is really surprising how long it takes to get suggestions that are asked for by HubSpot from us actually put in place! I don't see this as a huge coding issue and we have been asking for it for YEARS!

[julia_roth]

Yes, it's essential! Another use case is offboarding employees who leave the company. Reassigning contacts and companies is only the tip of the iceberg. Finding the automation, such as sequences and workflows, they are ingrained in, and making necessary adjustments is often overlooked and takes a lot of effort to manage.

[CKinner7]

Adding my annual upvote.

[STurner41]

It's absolutely beyond comprehension why you can't change the owner of a sequence!

[SHyder64]

Please, submit this idea. 

[OurOfficeTeam]

Does anyone know how many pages of reqeusts does it take for an idea to be implemented???

[MeetKendall]

We absolutely need this feature soon! It is way too cumbersome to have another user login, clone, and save. Even your AI bots provided instructions that this feature was available. So maybe we should just listen to the AI bot and do what they tell us! 🙂 

[M_D]

Just adding my own comment as well to say that the ability to change the owner of the sequence would be incredibly useful in our case, where sequences are created by marketing team members for sales team members to use.