CRM, Contacts & Lead Gen

How to Assign and Remove Owners on Contacts and Opportunities

Name: How To Assign And Remove Owners To Contacts And Opportunities In HighLevel
Uploaded: 2020-03-12
Duration: 3 min 4 s
Channel: HighLevel

By Marnix Geerkens. Published 2020-03-12. Updated 2026-06-02.

GoHighLevel lets you link a team member to any contact or opportunity as its owner, which controls who is responsible for follow-up and which conversations surface in that person's inbox. You can assign owners manually on a contact record or an opportunity card, automatically through a Zapier or Make scenario, through campaign settings, or by using workflow triggers to remove the assigned user when a deal reaches a certain stage.

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Summary. Ownership assignment in GoHighLevel connects a contact or opportunity to a specific team member. This tutorial covers every method for setting and clearing that assignment: clicking directly on a contact, opening an opportunity card, using a third-party automation tool, configuring campaign-level defaults, and removing owners automatically through workflow triggers.

What you will learn

Manually assign a user to a contact from the contact record
Assign an owner to an opportunity by opening the opportunity card
Auto-assign owners through Zapier or Make when creating opportunities
Set a default owner at the campaign level so every new contact is pre-assigned
Remove an assigned user automatically using a workflow trigger

Steps

Assign a user from the contact record
Go to Contacts, open a contact, and click Assign To at the top of the record. Select any user in your sub-account. That user becomes the contact's owner immediately.
Assign an owner from the opportunity card
In the pipeline view, click anywhere on an opportunity card except on the contact's name link. The opportunity card opens. Find the Assigned To or Owner field and select a team member. Their initials or photo will appear on the card in the pipeline view.
Auto-assign through a third-party automation
When using a tool like Zapier with the GoHighLevel Add/Update Opportunity action, you will see an Assign to User field. Select the team member there and every opportunity created through that automation will be pre-assigned to them.
Set a campaign-level default owner
Open Marketing, go to Campaigns, open a campaign, and go to Campaign Configuration. Add a user in the owner field. Any contact who enters that campaign will automatically be assigned to that user.
Remove an owner with a workflow trigger
In a workflow, add a trigger based on a pipeline stage change. Set the action to Remove Assigned User. When a deal moves to that stage, the system clears the owner automatically, which is useful for handoff points or closed-lost stages.

Tips

Click outside the contact name in the pipeline card to open the opportunity card. Clicking the name takes you to the contact record instead.
Combining campaign-level assignment with remove-owner triggers lets you build clean handoff automations without manual steps.