Contacts

How do I set an owner on a contact or company record?

Last updated: May 9, 2018

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HubSpot uses the Contact owner and Company owner properties to determine the owner of a contact or a company. You can assign additional types of contact or company owners using a custom HubSpot user field type propertyThese owners are determined by the list of users in your HubSpot account. There are several ways to assign owners to contacts and companies in HubSpot, which are listed below.

To assign an owner to a single record

  • Navigate to Contacts >  Contacts or ContactsCompanies.  
  • Click the name of the contact or company. 
  • Locate the About section on the record and click View all properties.
contact-owner-about-card
  • Use the search bar at the top to find the Contact owner or Company owner property, then click the dropdown menu under the property and select your owner.
  • Click Save.
contact-owner-updates


To assign an owner to multiple records

  • Navigate to Contacts >  Contacts or Contacts Companies.
  • Check the box next to the name of the desired contacts or companies.
  • Click Assign, then choose a contact owner or company owner from the dropdown menu.
  • Click Assign.

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