Assigning owners to contacts

Mautic allows you to assign owners to contacts to better manage your leads and customers. This is useful for tracking who is responsible for each contact and ensuring proper follow-up.

Requirements

User accounts created for the owners you want to assign

Steps

1. Log in to your Mautic dashboard as an admin
2. Go to the Contacts page in the main menu
3. Select the contacts you want to assign an owner to by checking the boxes next to them
4. Click the Batch Actions dropdown at the top of the contacts table
5. Choose "Change Owner" from the dropdown menu
6. In the modal that appears, select the owner you want to assign the contacts to
7. Click "Add" to assign the selected owner to the contacts
8. The contacts table will refresh showing the newly assigned owner

Results

The selected contacts now have the specified user assigned as their owner.

Note

You can also assign an owner automatically when importing contacts by mapping an "Owner" column in your CSV file. This saves time compared to manually assigning owners afterwards.

Info

There’s a plugin called Mautic Owner Rotator Bundle in the Marketplace, which allows you to assign contacts to owners randomly.

← Previous Do Not Contact (DNC) feature Next → Mautic - Preference page and Opt-out