You now have the ability to view and change the contact owner to any Salesmsg user. This can be done in two locations:
Contact Details Section on the Conversations Page
Contacts Page
Locate the "Owner" field in contact details and click it to see a list of users you can reassign contact ownership to.
Important Note on Contact Ownership
Changing the contact owner will only impact the user if Teams and contact access permissions are configured correctly. To learn more about setting up Teams and contact permissions, please refer to this guide: Salesmsg Teams.
Default Contact Ownership
The user who created the contact in Salesmsg is the initial owner.
If contacts are imported from HubSpot, they will be imported with the appropriate contact owner.
Autoassign Contact Owner After First Interaction
The “Autoassign Contact Owner after First Interaction” feature ensures that when a new contact interacts with your Salesmsg account for the first time, an owner is automatically assigned to that contact. This helps streamline contact management and ensures every contact has a dedicated point of responsibility from the very beginning.
How It Works
When a new contact sends a message or otherwise interacts for the first time, the system will automatically assign an owner to that contact.
The assignment logic is managed in your account settings and can be configured by admins.
Benefits:
No manual assignment needed for new contacts.
Ensures every contact is owned and managed from the start.
Reduces the risk of unassigned or overlooked contacts.
How to Enable:
Go to your Salesmsg account settings.
Locate the “Autoassign Contact Owner” option.
Enable the setting and configure the assignment rules as needed.
HubSpot Integration
Salesmsg will automatically update contact ownership based on the HubSpot contact owner. Users must be mapped between Salesmsg and HubSpot for contact owner updates to work properly.
Transferring Contact Access
If you transfer your access to a contact to another team, you cannot set it back unless a user from that team reassigns it back to you or other user in your team. You will still see any prior conversation you had with this contact.
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