Clean Up Ownership for Deactivated Users

✉️ Spotter – Your Weekly HubSpot Helper

✅ Tip

Quick fix for a common HubSpot headache.

Quickly Populate Values When Creating New Properties
When you are creating properties, sometimes you have a lot of options to load in. It might be countries, states, months, or something else. That’s what the “Presets” tab is for. You can also load the values from any pre-existing property in your Hubspot account. You can also paste options from a document, divided by commas, semicolons, or new lines.

⚠️ Trap

Mistake to avoid before it causes chaos.

Clean Up Ownership for deactivated users
Situation: you have some deactivated users who still own contacts, companies, deals, or tickets. It’s way too many to go through manually, and you might have workflows that are assigning them.

Step 1: Clear what exists. This is usually easier done in the index for the object. Filter by the inactive user ownership, select all, and reassign.

Step 2: Use inactive user ownership as a workflow trigger. Set these objects to be reassigned. To a round robin, or to a specific person.

🔄 Try

Something small to test or improve this week.

Filter for First-time Customers Using “Number of Associated Deals”
Here is a quick and easy way to split first time from repeat customers. In a contact or company report, set “Lifecycle stage” to “customer”, and “number of associated deals” to 1. Conversely, you can find repeat customers by setting “number of associated deals” to “greater than or equal to 2”.

👋 Need a Spot?

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