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Feb 26, 2021 9:28 AM - edited Feb 26, 2021 9:29 AM
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.
Thank you in advance!
Jan 10, 2022 3:08 PM
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.
Feb 26, 2021 1:22 PM
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.
Feb 26, 2021 9:33 AM
Hi @Bazelyte ,
Please be sure that your colleague is logged into the HubSpot extension with their HubSpot account and it isn't logged in under your account. There are log-in troubleshooting details on this page.
Josh
Feb 26, 2021 9:49 AM
Hi Josh,
My colleague is logged in with their own account, which makes it strange that I get registered as a contact owner.
Feb 26, 2021 9:53 AM
@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?