Modifying the ownership of a contact within HubSpot is an uncomplicated procedure that can be completed in a handful of steps. Whether your goal is to assign a contact to a different team member or you’re looking to refresh the owner’s details, this guide will provide you with a detailed walkthrough of the process, step by step.
Step 1: Log in to HubSpot
To begin, log in to your HubSpot account and navigate to the Contacts section. From there, click on the contact that you want to change the owner of.
Step 2: Edit the Contact Record
Once you have selected the contact, click on the “Edit” button in the top right corner of the screen. This will take you to the contact’s record page, where you can make any necessary changes.
Step 3: Change the Owner
On the contact’s record page, you will see a field labeled “Owner”. Click on the drop-down menu and select the new owner from the list of available options. If the new owner is not listed, you can add them by clicking on the “Add” button.
Step 4: Save Changes
Once you have selected the new owner, click on the “Save” button in the top right corner of the screen. This will update the contact’s record and transfer ownership to the new owner.
Conclusion
Changing the contact owner in HubSpot is a quick and easy process that can be done in just a few steps. By following these simple instructions, you can ensure that your contacts are always assigned to the correct team member and that your sales pipeline remains organized and efficient.