Contact Ownership
Contact Ownership refers to the specific Levitate user who is assigned to a particular contact. Each contact must have exactly one Contact Owner — no more, no less. This setup ensures that there’s always a default sender when using Levitate’s various features.
There are multiple ways to assign a Contact Owner to a contact, depending on how your system is set up or your team’s needs.
Contact Ownership
While there can only be one Contact Owner for a unique contact, Contact Connections are Levitate Users who have corresponded with the contact.
By default, contact-specific notifications, like Birthday reminders, and automations, like New Client Automations, are sent from the Contact Owner.
As well, Levitate Admins can schedule emails to an entire tag group and ensure that the email is sent from the Contact Owner. This way, one person in the office can schedule campaigns, but ensure the client receives it from a familiar name.
To see the Contact Owner, and Connections, go to a specific contact profile and choose Connections. The Contact Owner will be specifically noted, and all other connections will be listed.
Assigning Contact Ownership
Delegation of Contact Ownership is entirely specific to the Organization. Please reach out to your Levitate Admin or Success Manager to understand how your organization assigns Contact Ownership.
Generally speaking, Contact Ownership is assigned upon Contact Creation. Some organizations have an integration configured between Levitate and their client management system for contact management. Other organizations upload a spreadsheet of contacts into Levitate to create their contacts. Manual Contact Creation within Levitate and Email Syncing are options for creating contacts.
Integrations
Most client management systems have an employee listed as "Producer" / "Account Manager" / "Owner" for each contact. So, if Carson is listed as the "Account Manager" of 300 contacts in their office's client management system, Levitate will map Carson as the Contact Owner of the same 300 contacts in Levitate.
If contacts are being pulled from an Integration, the owner cannot be updated by reassigning ownership through the contact profile. Changes that are at odds with the data coming from your source system, and being mapped into Levitate, will override any manual tweaks made to contact ownership in Levitate. Ownership either needs to be updated in the source system, your CRM, or mapping for your integration connected to Levitate needs to be updated.
More on Integrations + Contact ownership
Spreadsheet Uploads
Each Levitate User is assigned a UserID in Levitate. When uploading a spreadsheet of contacts to create them in Levitate, this "UserID" can be used as the "OwnerID" for contact ownership. So, each of Tommy's 200 contacts would have his UserID in their row of the spreadsheet and each of Sofia's contacts 250 contacts would have her UserID in each row.
Manual Contact Creation
When a contact is manually created in Levitate, the user creating the contact will be assigned as the contact owner.
Email Sync
When a Levitate User's email or calendar syncs with Levitate and creates a new contact, that Levitate User will be the contact owner. Any other users whose email/calendar include the same contact will be listed as a Contact Connection in Levitate.