Contact ownership decides who is responsible for the contact and who can actively manage them. Owners are important because they:
Reduce overlap (two people don’t accidentally engage the same contact)
Improve accountability (clear follow-up ownership)
Keep reporting clean (performance by rep/team is accurate)
Ownership is especially useful for:
Inbound leads routing
Split territories (region/timezone/segment)
Team-based account coverage
How ownership behaves in Salesgear
You can update owners individually or in bulk
Owner changes are visible in the contact’s activity timeline
Ownership impacts access/control (depending on your team permissions setup)
Step-by-step: Assign or change owners
Go to Contacts
Select one or more contacts
Click Options (⋮) on the top action bar
Choose Update Owner
Select the owner from the list
Confirm