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Contact Ownership in Salesmsg

Discover How to Update Contact Ownership in Salesmsg

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Written by Operations Manager
Updated this week

You now have the ability to view and change the contact owner to any Salesmsg user. This can be done in two locations:

  1. Contact Details Section on the Conversations Page

  2. 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.

Expanded Contact Ownership Controls

Managing your contacts just got easier. Salesmsg now gives more team members the flexibility to edit and reassign Contact Owners, helping businesses stay agile as relationships evolve.

Users who have access to a contact can now edit all contact details—including ownership—without restrictions, ensuring smoother collaboration and faster handoffs between team members.

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.

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.

Benefits:

  1. No manual assignment needed for new contacts.

  2. Ensures every contact is owned and managed from the start.

  3. Reduces the risk of unassigned or overlooked contacts.

How to Enable:

  1. Go to your Salesmsg account settings.

  2. Locate the “Autoassign Contact Owner” option.

  3. 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.


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