Settings

If I delete a user, what will happen to their owned contacts, companies, and deals?

Last updated: November 1, 2017

Available For:

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

If you remove a user from your account, the contacts, companies, and deals owned by that user will now be owned by a "Deactivated User". You will want to reassign their contacts, companies, and deals to existing owners for these properties before deleting the user. The steps below outline how to reassign a new user for the HubSpot Owner property. You can use the same process for any custom HubSpot user field type properties you may have.

Reassigning a user's leads

  • First, create a filter in the CRM to find all of the contacts owned by the user you plan to delete.
    • In your HubSpot Sales account or in your Marketing Free or Starter account, navigate to Contacts
    • In your HubSpot Marketing Basic, Professional, or Enterprise account, navigate to Contacts > Contacts.
    • Towards the left of the screen, click Add filter. Filter contacts by HubSpot Owner | is any of | select the user from the dropdown.
  • Select all of the contacts in the filter by clicking the check box in the top-left or select specific contacts by selecting the check box next to their records. Click Edit at the top of the view. 

  • In the popup box, select a property to edit. From the dropdown, select HubSpot Owner and then select the new owner to assign the contacts to.  

  • Click Update, and those contacts will now be owned by the new user you selected.

Reassigning a user's companies

  • Begin by navigating to Companies to create a filter of the companies owned by the user you plan to delete.
    • In your Sales account, navigate to Companies
    • In your Marketing Basic, Professional, or Enterprise account, navigate to Contacts > Companies.
    • Towards the left of the screen, click Add filter and filter companies by HubSpot Owner | is any of | select the user from the dropdown.
  • Select all of the companies in the filter by clicking the check box in the upper left-hand corner, or select companies individually by selecting the check box in each row, and click Edit.
  • Choose HubSpot Owner as the property to edit, and then select the new owner to assign the companies to. Click Update

Reassigning a user's deals

Similarly to reassigning a user's contacts and companies, you will start by creating a filter of the deals owned by the user you plan to delete.
  • Navigate to Deals in your HubSpot Sales account and switch to the Table view.

  • Towards the left of the screen, click Add Filter. Filter deals by HubSpot Owner | is any of | select the user from the dropdown menu
  • Select all of the deals in the filter by using the check box in the top-left corner of the filter or select the deals individually by using the check boxes in each row. Click Edit.
  • On the next screen, select HubSpot Owner as the property to edit, and then choose the new HubSpot Owner. Click Update

Was this article helpful?