Contacts

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

Last updated: January 24, 2018

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Marketing: Free, Starter, Basic, Pro, Enterprise
Sales: Free, Starter, Professional
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HubSpot uses the HubSpot Owner contact property 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 or Companies:
    • If you're using HubSpot's marketing tools, navigate to Contacts >  Contacts or ContactsCompanies.  
    • If you're using HubSpot's sales tools, navigate to Contacts or Companies.
  • Click the name of the contact or company. 
  • 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, then click the dropdown menu under the HubSpot Owner property and select your owner.
  • Click Save.


To assign an owner to multiple records

  • Navigate to Contacts or Companies:
    • If you're using HubSpot's marketing tools, navigate to Contacts > Contacts or Contacts > Companies.
    • If you're using HubSpot's sales tools, navigate to Contacts or Companies.
  • Check the box next to the name of the desired contacts or companies.
  • Click Assign, then choose a HubSpot Owner from the dropdown menu.
  • Click Assign.

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