Overview
Apollo automatically assigns you as the owner when you save a contact or account. However, if you sync contacts and accounts from your CRM to Apollo, Apollo automatically assigns the original owner of the records in your CRM as the owner of those records in Apollo.
There are several reasons you may want to edit the owner of a contact or account in Apollo:
- Deactivated users: If a user is no longer active, you need to assign a new owner to any records currently owned by the deactivated user.
- Structural changes: If you restructure your team, or make changes to your sales strategy, you must ensure that all users have the right access to the contacts and accounts with which they need to interact.
- Territories allocation: If you allocate territories to your users, it's best to ensure that they are owners of the records within their given territories. This allows you to take advantage of permission profiles to avoid multiple users reaching out to the same contacts.
You can only change owners or access the owner filter if you have an Apollo account with multiple users. You can't change an owner if you have a single user account on Apollo.
Check out the following section to change the owner of a contact or account.
Edit a Contact or Account Owner
If you assign an owner to unsaved contacts or accounts, Apollo charges one credit per contact or account. Check out How Do Data Requests Work? to learn more.
To change the owner of an account or contact:
- Launch Apollo and click Search > People or Companies.
- Click All companies > Saved to access saved accounts, or All people > Saved to access saved contacts.
- Enter a specific person or company's name in search, or use search filters like the owner filter to narrow your results.
- Check the box beside the contact or account that you want to edit. To change owners in bulk, check multiple contacts or accounts, or use bulk selection at the top.
- For contacts, click ... > Assign Owner. For accounts, click ... > Edit > Assign owner.
- Choose a new owner for the contact or account.
- (Optional) For contacts, check update account owners to simultaneously update the account owners.
- (Optional) For accounts, check update contacts to simultaneously update the contact owners. Check create records in CRM to create records in your CRM if they don't already exist.
- When finished, click Set owner.
You have now updated an account or contact owner.