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Contact owner assignment setting

What is it?

Description

Customers can now choose whether emailing an unassigned contact automatically assigns the sender as the contact owner.

 

Why does it matter?

Many customers need to control when and how contact ownership is assigned to avoid disrupting sales processes, ensure accurate reporting, and prevent permissions issues. This change reduces manual cleanup and aligns the product with real-world team workflows.

 

How does it work?

  • - Go to Settings > Data Management > Objects > Setup.
  • - In the 'Creating Contacts' or 'Automation' section, locate the new setting for contact owner assignment.
  • - Toggle the setting to enable or disable automatic assignment when emailing unassigned contacts.

 

Who gets it?

All hubs and tiers

Topics: Free (all hubs & tiers)

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