Feb 26, 20219:28 AM - edited Feb 26, 20219:29 AM
Member
Wrong Contact owner
Hey,
We have recently hired a couple of new team members and they were - of course - introduced to HubSpot under the same organization and in the same Team.
We have installed the Hubspot desktop add-in for Outlook. Now, when my colleague sends an email with tracking on Outlook, the 'Contact owner' in Hubspot shows my name, rather than my colleagues*.
*It was my colleague that had made the first contact with the person. The contact for the person was created via tracking, and not directly on Hubspot.
Please advise how to rectify that, as it is important for us to keep track of who owns that particular customer or contact.
Folks, we are having the same issue at my site. Users are logging in with their own credentials and using the Outlook plugin. If they send an email to a contact already in HubSpot, they immediately inherit the customer and contact and take it away from the original owner. This is wreaing havoc on our process.
No settings were changed - so they are on default. Yes, it happens immediately after, and we need to change contact owner manually. So far it happened only for one of the team members, but with all of the emails sent.
@Bazelyte - Are there any other settings in the account that are modifying the contact owner? Does this only happen immediately after a tracked email is sent using the integration?
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Josh Curcio HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers. HubSpot Platinum Partner & HubSpot Certified Trainer