Mike introduces the tutorial on assigning ownership of records in HubSpot, explaining the importance of contact owner, company owner, deal owner, and ticket owner properties.
Assigning Owners from the Objects Index Page
To assign owners from the index page, navigate to your records (e.g., contacts).
Select checkboxes next to desired contacts and click "Assign" in the header row.
In the dialog box, use the dropdown menu to select an owner and click "Assign."
This method can also be used for a single record assignment.
Assigning Owners from Individual Records
For individual record assignments (e.g., companies), click on a record name in the left panel.
Access all properties by clicking "View All Properties" and search for "Company Owner."
Use the dropdown under this property to select an owner and save changes at the bottom of the screen.
Importing Owners via CSV Files
When importing contacts, include a header labeled "Contact Owner" with user email addresses in each row.
During import, HubSpot matches this header with the contact owner property automatically.
Using Workflows for Owner Assignment
To assign owners using workflows, select your owner property and choose which user will be assigned enrolled objects.
This method streamlines ownership assignment through automated processes.
Conclusion
Video description
In this HubSpot tutorial, we will walk you through how-to assign ownership of records in HubSpot.
HubSpot uses the Contact owner, Company owner, Deal owner, and Ticket owner properties to set the ownership of a contact, company, deal, or ticket
Steps to follow:
1. Navigate to your records.
2. Select the checkboxes next to the contacts you want to assign.
3. In the header row, click Assign.
4. In the dialog box, click the Assign selected items to this owner dropdown menu and select an owner.
5. Click Assign.
6. You can do it in the same way for a single record also
7. Now, Let's see, how to Assign an owner from the record.
8. Navigate to your records.
9. Click the name of a record.
10. In the left panel, click View all properties.
11. Use the search bar at the top to find the company owner property, then click the dropdown menu under the property and select an owner.
12. At the bottom of the screen, click Save.
13. Next, let's see how to Assign owners in an import.
14. In your import file include a header with the text contact owner and add the email address of the user to each row in that column.
15. During the import, HubSpot will match this header to the contact owner property
16. Lastly, let's see, how to Assign owners using workflows.
17. You can automatically assign ownership to enrolled contacts using the Set contact property value action.
18. Select owner property, then select the user that you want to assign the enrolled objects to and done.
This is how you can Assign ownership of records
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