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Assign An Account Owner When Creating A New Contact Record
Assign An Account Owner When Creating A New Contact Record

This article provides a guide on how to assign an account owner when creating a new contact record.

Updated over a week ago

From the Contacts Overview page, you can create a new contact. You also have the chance to link this contact to an old or new account. If you choose "Add an account", we'll ask you to set up a new one.

Linking a contact with an existing account:

After picking an account, there's a dropdown for "Account Owner". You can leave it as is or switch to a different user.

Account_owner_in_add_a_contact_modal.png

Add a contact to a fresh account:

You can opt to click the “Add an account” instead of choosing a current one.

Add_an_account_button.png

You'll be asked for the account name. After adding it, you can name an owner. If you don't, we'll set it to the default owner.

For info on how to make contact records in the CRM, check out How to Bulk Edit Contacts.

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