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Overview
Apollo automatically assigns you as the owner when you save a Contact or Account. However, if you sync the Contacts and Accounts from your CRM with Apollo, Apollo automatically assigns the original owner of the records in your CRM as the owner of those records in Apollo.
To ensure that you also push ownership of the Contacts and Accounts that you save in Apollo to Salesforce, please refer to the "Salesforce Record Owner" section of the "Salesforce Credentials Overview" article. If you use Hubspot, please refer to the "Configure Hubspot Basic Settings" article for more information.
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- Deactivated Users: If a user is no longer active, you need to assign a new owner to any records currently owned by the deactivated user.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 is 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.
Refer to the sections below for instructions on how to change the owner of a Contact or Account.
Change the Owner of Multiple Contacts
Launch Apollo, click Search, and then click People.
Click the Saved Searches tab to apply a saved Search or apply filters to create a new Search.
For more information about how to apply a Saved Search, please refer to the "Create a Saved Search" article. For more information about how to apply filters to a Search, please refer to the "Filters Overview" article.
Click the checkboxes of the Contact(s) for which you want to change the owner.
Please note, if you assign an owner to unsaved Contacts or Accounts, Apollo charges one credit per lead. For more information about data credits, please refer to the "How Do Data Requests Work?" article.
Click the Edit drop-down and then click Assign Owner.
Use the New Owner drop-down to select the owner of your choice.
Click the checkbox if you also want to update the Account owners for the Contact(s) you selected.
Then, click Set Owner.
You have now updated the owner for the selected Contacts.
Change the Owner of Multiple Accounts
Launch Apollo, click Search, and then click Companies.
Click the Saved Search tab to apply a saved Search or apply filters to create a new Search.
For more information about how to apply a Saved Search, please refer to the "Create a Saved Search" article. For more information about how to apply filters to a Search, please refer to the "Filters Overview" article.
Click the checkboxes of the Account(s) for which you want to change the owner.
Please note, if you assign an owner to unsaved Contacts or Accounts, Apollo charges one credit per lead. For more information about data credits, please refer to the "How Do Data Requests Work?" article.
Click the Edit drop-down and then click Assign Owner.
Use the New Owner drop-down to select the owner of your choice.
Click the checkbox if you also want to update the owner of the Contacts within the Account(s) you selected.
Then, click Set Owner.
You have now updated the owner for the Account(s) that you selected.
Change the Owner of a Single Contact or Account
You can also edit the owner of an individual Contact or Account from each profile page.
Launch Apollo, click Search, and then click People or Companies.
Use the Search bar to find the Contact or Account you want to edit.
Click the name of the Contact or Account search result on the right.
Hover your mouse over Contact Owner or Account Owner and then click the Edit icon.
Use the drop-down to change the owner and click Save.
Apollo displays a modal if the ownership change will create a difference between the owner of a Contact and its Account. You can decide if you want to update both Contact and Account owner or just the one.
You have now updated the owner for the selected Contact or Account.
