Accidentally Deleted A User Which Is an Owner to Inbound Leads
lösung
When we removed the user we lost old existing leads that we’re previously tagged under her were actually lost.
Is there any way we can un-do that action and then have those leads regained? Basically all our old inbound leads were listed “Contact Owner” as that user and now that her account is no longer within Hubspot we’re no longer able to connect with the contacts.
Could we change it back and then recover these leads in Hubspot under the contact owner.
Accidentally Deleted A User Which Is an Owner to Inbound Leads
lösung
Q: When we removed the user we lost old existing leads that we’re previously tagged under her were actually lost.
Is there any way we can un-do that action and then have those leads regained? Basically all our old inbound leads were listed “Contact Owner” as that user and now that her account is no longer within Hubspot we’re no longer able to connect with the contacts.
Could we change it back and then recover these leads in Hubspot under the contact owner.?
Short A: n/a
Longer A:
Haven't seen HubSpot support 'undo' a delete user action, but hey, there's a 1st time for everything. That being said, deleting a HubSpot user should NOT delete any contact records owned by them.
[Need confirmation from HubSpot Support: @jennysowyrda]
We typically see HubSpot 'teams' lose access / visibility when a team member owner is removed from the team (or deleted). This is because "Users with Team ownership permissions can access records owned by any members of their assigned team(s) and, if you have parent-child teams (Enterprise accounts only), the members of their team's child teams.".
@MFrankJohnson is correct that there is no way to "undo" deleting a user.
The leads who were associated with that user won't be deleted, however, their owner will change to "deactivated user" (see screenshot).
If you did want to sort by the owner and reassign the contacts after you've deleted the user, you can add the user back (using the same email address) and the contacts will reassociate with their owner automatically. Then, once they are reassigned you can delete the user.
Accidentally Deleted A User Which Is an Owner to Inbound Leads
lösung
Q: When we removed the user we lost old existing leads that we’re previously tagged under her were actually lost.
Is there any way we can un-do that action and then have those leads regained? Basically all our old inbound leads were listed “Contact Owner” as that user and now that her account is no longer within Hubspot we’re no longer able to connect with the contacts.
Could we change it back and then recover these leads in Hubspot under the contact owner.?
Short A: n/a
Longer A:
Haven't seen HubSpot support 'undo' a delete user action, but hey, there's a 1st time for everything. That being said, deleting a HubSpot user should NOT delete any contact records owned by them.
[Need confirmation from HubSpot Support: @jennysowyrda]
We typically see HubSpot 'teams' lose access / visibility when a team member owner is removed from the team (or deleted). This is because "Users with Team ownership permissions can access records owned by any members of their assigned team(s) and, if you have parent-child teams (Enterprise accounts only), the members of their team's child teams.".
@MFrankJohnson is correct that there is no way to "undo" deleting a user.
The leads who were associated with that user won't be deleted, however, their owner will change to "deactivated user" (see screenshot).
If you did want to sort by the owner and reassign the contacts after you've deleted the user, you can add the user back (using the same email address) and the contacts will reassociate with their owner automatically. Then, once they are reassigned you can delete the user.