Editing
Assign ownership of accounts
(section)
Jump to navigation
Jump to search
Warning:
You are not logged in. Your IP address will be publicly visible if you make any edits. If you
log in
or
create an account
, your edits will be attributed to your username, along with other benefits.
Anti-spam check. Do
not
fill this in!
=== FAQ === '''Q1: Can I assign an account owner when importing contacts?''' A1: No, you cannot assign an account owner during the import of contacts; all contacts will default to the primary account owner. '''Q2: Can account ownership be personalized in emails?''' A2: Yes, you can personalize emails with the account owner's name using personalization tags. '''Q3: Is it possible to change the default account owner?''' A3: Yes, navigate to **Contacts > Fields > Accounts** and update the default value there. '''Q4: Can I reassign accounts through a bulk edit?''' A4: Yes, bulk edits can be performed to reassign accounts, provided you have appropriate permissions. '''Q5: What happens if I delete a user who owns accounts?''' A5: You will be prompted to assign those accounts to another user. '''Q6: Can I assign an account owner with an automation action?''' A6: No, assigning account owners directly via automation actions is not currently supported. '''Q7: What to do if the account owner field has invalid values during import?''' A7: If invalid entries are detected, those accounts will default to the primary account owner. By understanding how to assign account ownership effectively, you can enhance your team's accountability and streamline client management processes in ActiveCampaign. ```
Summary:
Please note that all contributions to Activepedia may be edited, altered, or removed by other contributors. If you do not want your writing to be edited mercilessly, then do not submit it here.
You are also promising us that you wrote this yourself, or copied it from a public domain or similar free resource (see
Activepedia:Copyrights
for details).
Do not submit copyrighted work without permission!
Cancel
Editing help
(opens in new window)
Navigation menu
Personal tools
Not logged in
Talk
Contributions
Create account
Log in
Namespaces
Page
Discussion
English
Views
Read
Edit
Edit source
View history
More
Search
Navigation
Main page
Recent changes
Random page
Help about MediaWiki
Tools
What links here
Related changes
Special pages
Page information