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

Last updated: January 5, 2017

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Sales: Free, 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 may want to reassign their contacts, companies, and deals to existing owners before deleting the user.

Reassigning a user's leads

  • First, create a view in the CRM to find all of the contacts owned by the user that you plan to delete. Navigate in the CRM to Contacts. Towards the left of the screen, click Add Filter > Filter Contacts By "HubSpot Owner" and select the user.
  • Select all of the contacts in the view by selecting the check box in the top-left or select specific contacts by selecting the check box next to their records.
  • Click Bulk Edit at the top of the view.

    On the next screen, you will select a property to edit. In the dropdown, find "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 owner you selected.

 

Reassigning a user's companies

  • Begin by creating a view of the companies owned by the user that you plan to delete. Navigate in the CRM to Companies. Towards the left of the screen, click Add Filter Filter Companies By "HubSpot Owner" and select the user.
  • Select all of the companies in the view by selecting the check box in the upper left hand corner of the view, or select companies individually by selecting the check box in each row. 
  • Select Bulk 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 view of the Deals owned by the user that you plan to delete. Navigate in the CRM to Deals and switch to the Table view.

    Towards the left of the screen, click Add Filter and Filter Deals By "HubSpot Owner" and select the user. 
  • Select all of the deals in the view by using the check box in the top-left corner of the view or select the deals individually by using the check boxes in each row. Click select Bulk Edit.
  • On the next screen, select "HubSpot Owner" as the Property to edit and then choose the new HubSpot Owner. Click Update