Owner Management
Manage state-based owner assignments and CSV imports
State Owner Assignments
| State | Owner Name | Owner Email | HubSpot Owner ID | Actions |
|---|---|---|---|---|
| AK | Royal Marty | rmarty@substrata.us |
38429364.0
|
|
| AZ | Cory Nichols | cnichols@substrata.us |
487621505.0
|
|
| CA | Cory Nichols | cnichols@substrata.us |
487621505.0
|
|
| CO | Cory Nichols | cnichols@substrata.us |
487621505.0
|
|
| HI | Cory Nichols | cnichols@substrata.us |
487621505.0
|
|
| ID | Cory Nichols | cnichols@substrata.us |
487621505.0
|
|
| IL | Jiim LeDane | jledane@substrata.us |
76070311.0
|
|
| IN | Jim LeDane | jledane@substrata.us |
76070311.0
|
|
| KY | Jim LeDane | jledane@substrata.us |
76070311.0
|
|
| MN | Jim LeDane | jledane@substrata.us |
76070311.0
|
|
| MT | Mario Newman | mrivera@substrata.us |
38561072.0
|
|
| NE | Cory Nichols | cnichols@substrata.us |
487621505.0
|
|
| NV | Cory Nichols | cnichols@substrata.us |
487621505.0
|
|
| OR | Cory Nichols | cnichols@substrata.us |
487621505.0
|
|
| UT | Cory Nichols | cnichols@substrata.us |
487621505.0
|
|
| WA | Cory Nichols | cnichols@substrata.us |
487621505.0
|
|
| WY | Cory Nichols | cnichols@substrata.us |
487621505.0
|
|
| TX | Jim LeDane | jledane@substrata.us |
76070311.0
|
|
| KS | Cory Nichols | cnichols@substrata.us |
487621505
|
|
| MI | Brad Morgan | bmorgan@substrata.us |
93067800
|
|
| WI | Brad Morgan | bmorgan@substrata.us |
93067800
|
|
| OH | Brad Morgan | bmorgan@substrata.us |
93067800
|
|
| PA | Brad Morgan | bmorgan@substrata.us |
93067800
|
|
| NY | Brad Morgan | bmorgan@substrata.us |
93067800
|
|
Latin American / Spanish Speaking Owners
Contacts from Latin American countries (Mexico, Brazil, Argentina, Colombia, Chile, Peru, etc.) will be assigned to these reps using round-robin distribution.
| Owner Name | Owner Email | HubSpot Owner ID | Actions |
|---|---|---|---|
| Mario Rivera | mrivera@substrata.us |
38561072
|
Round Robin Pool
Contacts from unmapped states or international territories will be assigned to these reps using round-robin distribution. This is the fallback pool for any contact that doesn't match a specific state or Latin American assignment.
| Owner Name | Owner Email | HubSpot Owner ID | Actions |
|---|---|---|---|
| Cory Nichols | cnichols@substrata.us |
487621505
|
|
| Brad Morgan | bmorgan@substrata.us |
93067800
|
CSV Format Guide
Use the following CSV format for bulk imports:
| state | owner_email | owner_name | hubspot_owner_id |
|---|---|---|---|
| CA | john.doe@company.com | John Doe | 12345 |
| NY | jane.smith@company.com | Jane Smith | 67890 |
Optional columns: owner_name
Special states: Use INTERNATIONAL, GLOBAL, or WORLDWIDE for round-robin assignments