determent assigned owner for new contact/lead

Hi Alexandra,

One thing you can do for all the email addresses you want to update is upload an excel file with at least the email column along with an "Owner ID" column. The Owner ID column should include all the User IDs of the salespeople/POCs within your organization that you would like to assign to specific leads and contacts. The Owner ID and User ID are one in the same. You can find the IDs by going into the Administration Panel into section called "Users". Make sure you choose to overwrite the values when uploading this distribution list. 

Another option is to use the "Mass Update Contacts" function. This is located in the Administration Panel. Once you find the "Mass Update Contacts" section please follow the instructions to create a report. In the report, include the Owner ID (you will still need to pull the IDs from the User section mentioned above to include in the report). Once you are done creating the report go back to the "Mass Update Contacts" section and follow the steps listed. If you do not see your report in this section, you more than likely formatted the report incorrectly. 

I hope this helps!

Hi Alexandra,

One thing you can do for all the email addresses you want to update is upload an excel file with at least the email column along with an "Owner ID" column. The Owner ID column should include all the User IDs of the salespeople/POCs within your organization that you would like to assign to specific leads and contacts. The Owner ID and User ID are one in the same. You can find the IDs by going into the Administration Panel into section called "Users". Make sure you choose to overwrite the values when uploading this distribution list. 

Another option is to use the "Mass Update Contacts" function. This is located in the Administration Panel. Once you find the "Mass Update Contacts" section please follow the instructions to create a report. In the report, include the Owner ID (you will still need to pull the IDs from the User section mentioned above to include in the report). Once you are done creating the report go back to the "Mass Update Contacts" section and follow the steps listed. If you do not see your report in this section, you more than likely formatted the report incorrectly. 

I hope this helps!

Thanks for the answer! 

But how do I control so that when the lead is created in the beginning that they will get their right owner?