Contacts

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

Last updated: January 6, 2017

Available For:

Marketing: Basic, Pro, Enterprise
Sales: Free, Professional

HubSpot uses the contact property 'HubSpot Owner' to determine the owner of a Contact and a Company. These owners are determined by the 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:

  • From your HubSpot Sales account, navigate to Contacts or Companies > click on the name of a specific contact or company to navigate to their record.
    • Or, from your HubSpot Marketing account, navigate to Contacts > All Contacts. (Company owners can only be set within HubSpot Sales.)
  • Locate the About section on the record and click View all properties.
  • Use the search bar at the top to find the HubSpot Owner property > click into the dropdown under HubSpot Owner property and select your owner > click Save.

 

To assign an owner to multiple records:

  • From your HubSpot Sales account, navigate to Contacts or Companies.
    • Or, from your HubSpot Marketing account, navigate to Contacts > All Contacts. (Company owners can only be set within HubSpot Sales.)
  • Check the box next to the name of desired contacts or companies > select Assign > choose a HubSpot Owner from the dropdown menu > click Assign.