Owners

How Spara tracks the people responsible for your accounts and leads.

The Owners page shows the people in your CRM responsible for your accounts and leads — your sales reps and account owners — synced directly from your CRM. Owners connect every account and lead to the person who owns the relationship, so Spara can route, personalize, and report by rep.

The Owners page, showing account owners and sales reps synced from your CRM.

Owner details

Click any owner to open their detail view, which summarizes who they are and what they're responsible for. The detail view includes:

• Email and Role — The owner's contact details and title.
• Accounts — How many Accounts this owner is responsible for. Click the count to see them on the Accounts page.
• Leads — How many leads this owner is responsible for. Click the count to open those leads on the Leads page.
• CRM Source — Which CRM the owner synced from. Click View in HubSpot or View in Salesforce to open the record in your CRM.
• Spara User — Whether this owner also has a Spara login, linking them to their platform account.
• Custom fields — Any owner-level Data Model fields your team has configured appear at the bottom of the card.

How owners connect accounts and leads

Owners tie your pipeline together. Each Accounts and lead carries the owner responsible for it, which lets you:

• Filter by owner — Narrow the Accounts and Leads pages to a single rep's book of business.
• Personalize with owner data — Reference a lead's assigned rep by name in agent messages and workflow logic. See the CRM integration pages for how owner data flows into Spara — for example, Hubspot (CRM).

Syncing from your CRM

Owners are synced from your connected CRM — Salesforce, HubSpot, or Marketo — when owner syncing is enabled. Spara keeps them up to date as your CRM changes.

If your Owners page is empty, either no CRM is connected or owner syncing is turned off. See CRM Integrations to connect a CRM, and reach out to your Spara customer success representative to enable owner syncing.

For a full picture of how Spara's data model operates and syncs with your CRM, see Developer: Spara Objects & Fields.

FAQ

Why is my Owners page empty?

Owners only populate from a connected CRM with owner syncing enabled. Connect Salesforce, HubSpot, or Marketo under Settings > Integrations, then confirm owner syncing is on. If a CRM is already connected, contact your Spara customer success representative to turn it on.

What's the difference between an owner and a Spara user?

An owner is a person synced from your CRM who is responsible for accounts and leads — they don't need a Spara login to appear here. A Spara user is someone with access to the Spara platform. When an owner also has a Spara login, the owner detail view links the two under Spara User.

Can I reassign an account or lead to a different owner?

Ownership is synced from your CRM, so change the owner on the record in Salesforce, HubSpot, or Marketo and Spara will reflect it on the next sync.