Last updated: June 6, 2024
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Last updated: June 6, 2024
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The Contact owner and Company owner properties assign users as owners of contact and company records. By default, the properties are independent of each other, so the user who owns a company record may not own the associated contacts. To maintain consistent ownership between associated companies and contacts, you can turn on the sync ownership setting.
To sync ownership between contacts and companies:
In the left sidebar menu, navigate to Objects > Contacts.
In the Automation section, select the checkbox to Assign company owner to contact by default.
With this setting enabled: