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Assign an owner to a contact

❗️ Important
This option is only available if you have enabled CRM on your Sendinblue account.

In this article, you will learn how to manually or automatically assign an owner to a contact, and how to remove an assignment. An owner is a user from your organization that has been added to Sendinblue.

Manually assign an owner to a contact

Manually assign an owner to a new contact

To manually assign an owner to a new contact:

  1. Go to Contacts.
  2. Click on Create a contact.
    2022-02-15_09-24-49.png
  3. In the Assign contact to field, select a user from your organization.
    mceclip0.png
  4. Once you're done, click on Create a contact.

Your new contact has been created and assigned an owner.

Manually assign an owner to an existing contact

To manually assign an owner to an existing contact:

  1. Go to Contacts.
  2. Click on a contact.
    2022-02-15_09-34-12.png
  3. In the Informations section, under the Contact owner attribute, select a user from your organization.
    mceclip1.png
    💡 Good to know
    If the Contact owner attribute is not visible from the Informations section, check our dedicated article Manage attributes from a contact or deal details page to learn how to make it visible.
  4. Once you're done, click on Save changes.

Your existing contact has been assigned an owner.

Automatically assign an owner to a contact

The contact assignment step in Automation automates the process of assigning contacts as they are added to Sendinblue. You can assign contacts depending on a certain number of attributes, such as company size, territory, product interest, lead score, and more.

To do so, you need to add the Assign a user to the contact step when building your Automation workflow.

💡 Good to know
To learn more about how to create an automation workflow, read Creating a custom Marketing Automation workflow.

To automatically assign an owner to a contact:

  1. Go to Automation.
  2. Click on Create a workflow.2022-02-15_09-40-47.png
  3. Select a pre-defined workflow or create a custom workflow.
  4. If you have created a custom workflow, add an entry point.
  5. Add a contact assignment step to your workflow:

Assignment to a specific owner

To automatically assign a contact to a specific user:

  1. In your workflow, click on +.
  2. Click on Perform a CRM action.
  3. Choose Assign a user to the contact.
    mceclip2.png
  4. Select Assign a single user.
  5. Select a user from your organization.
    mceclip4.png
  6. Click on OK.

A specific owner will now be assigned to contacts who went through this step of your workflow.

Assignment to an owner using a rotation

💡 Good to know
This feature is available for Premium and Enterprise plans. Compare plans here. 

To automatically assign a contact to a user using a rotation:

  1. In your workflow, click on +.
  2. Click on Perform a CRM action.
  3. Choose Assign a user to the contact.
    mceclip2.png
  4. Select Assign using a rotation between selected users.
  5. Select a set of users from your organization.2022-02-15_09-46-30.png
  6. Click on OK.

An owner will now be assigned in rotation to contacts who went through this step of your workflow.

Remove an assignment

To remove the assignment of an owner:

  1. Go to Contacts.
  2. Click on a contact.
    2022-02-15_09-34-12.png
  3. In the Informations section, under the Contact owner attribute, select No assignments.
    mceclip5.png
    💡 Good to know
    If the Contact owner attribute is not visible from the Informations section, check our dedicated article Manage attributes from a contact or deal details page to learn how to make it visible.
  4. Once you're done, click on Save changes.

You've now removed the owner that was previously assigned to the contact.

🤔 Have a question?

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.