Overview
What is Account and Contact Ownership in Evergrowth?
Account and Contact Ownership in Evergrowth lets you assign and manage who is responsible for specific accounts (companies) and contacts (people) within the platform. There are two types of ownership fields:
Owner: The person assigned to the account or contact within Evergrowth.
CRM Owner: The person assigned to the account or contact in your connected CRM system (like Salesforce or HubSpot).
This feature helps teams manage, filter, and reassign accounts and contacts efficiently, especially when syncing with a CRM or when team members change.
When should I use it?
When you need to reassign accounts or contacts due to team changes (e.g., someone leaves).
When filtering lists to focus on your own accounts or contacts.
When setting up default views for easier daily workflow.
Before You Start
Make sure all team members who should be assigned as owners are invited to Evergrowth and have accepted their invitations.
Ensure your CRM is integrated with Evergrowth if you want to use the CRM Owner field.
Step-by-Step Guides
Filter and View Only Your Accounts or Contacts
Use this to focus your daily workflow on your assigned accounts or contacts.
Go to the Accounts or Contacts list.
Filter the list by your name in the "Owner" field.
Save this filtered view as your default.
Next time you open the list, it will automatically show only your accounts or contacts.
Assign or Reassign Account or Contact Ownership in Bulk
Use this when you need to update ownership for multiple accounts or contacts at once, such as after a team member leaves.
Go to the Accounts or Contacts list in Evergrowth.
Use filters to find the relevant records:
Filter by "Owner" to see accounts/contacts owned by a specific person in Evergrowth.
Select all the records you want to reassign (you can select all pages if needed).
Click on "Other Actions" and choose "Assign Owner."
In the dropdown menu, select the new owner from the list.
Confirm the change by clicking “Update”.
(For Admins) Troubleshooting: Owner Not Appearing in Dropdown
If you do not see the person you want to assign as owner:
Go to Settings >> Team Members.
Check if the person has been invited to Evergrowth.
Make sure they have accepted the invitation.
Once confirmed, retry the ownership assignment.
FAQ
What is the difference between Owner and CRM Owner in Evergrowth?
The "Owner" field shows who is responsible for the account or contact within Evergrowth. The "CRM Owner" field shows who owns the account or contact in your connected CRM system. These can be the same person, but do not have to be.
What should I do if I cannot assign ownership to a specific person?
Check in Settings > Team Members to ensure the person has been invited to Evergrowth and has accepted the invitation. Only then will they appear in the owner assignment dropdown.
Can I change ownership for multiple accounts or contacts at once?
Yes, you can select multiple records (even across multiple pages), then use the "Assign Owner" action to reassign them in bulk.
Why is it important to manage account and contact ownership?
Proper ownership ensures that reps see only their relevant accounts, supports smooth transitions when team members leave, and keeps your CRM and Evergrowth data aligned for reporting and workflow automation.