The lead owner property assigns users as owners of leads. By default, the properties are independent of the Contact or Company owner of the records they are associated with. This means the user who owns a contact or company may not own the associated lead. Also, activities from the associated contact or company don't sync to the lead by default. Users with Super Admin permissions can manage settings for syncing ownership and activities. This can help maintain consistent data between associated leads and contacts.
Prospecting
CRM
records
Object Settings
To sync lead ownership or activities:
- In your HubSpot account, click the settings settings icon in the top navigation bar.
- In the left sidebar menu, navigate to Objects > Leads.
- Toggle the Sync lead owner with contact and company owner switch on. To also update your existing open leads, click Yes in the dialog box.
Please note: if a lead owner changes after a lead is set to Closed, it won't be updated automatically.
- Toggle the Sync lead activities with lead owner switch on. If an activity is only associated with a company, the activity will not sync to the lead. Learn more about manually editing activity associations.
- To turn off either setting, click to toggle the switch off.
Sales Hub
Professional
,
Enterprise
