Skip to main content
Gainsight Inc.

No Owner Assigned

  1. Last updated
  2. Save as PDF
This article explains how to resolve the no owner assigned data sync warning in Staircase AI by mapping or adding the owner in your CRM or manually assigning the owner when accounts are created through bulk upload.

If you see customers present in the 'No Owner Assigned' bucket in the Data Sync tab, this article is for you.

Screen_Shot_2023-01-18_at_5_08_35_PM.png

CRM is synced

If you've synced your CRM to Staircase (Salesforce, Hubspot) and mapped your CS owner field, a missing owner means that the owner is not defined on your CRM. As soon as you set the owner for this account on your CRM, it will flow into Staircase and resolve this data sync issue.

CRM is not synced

If you are manually adding customers one-by-one or via the bulk upload, please update the owner value for those missing in your bulk upload file and send to your Staircase CSM or log into Staircase, search for the customer name from the Customer Overview table, scroll to the right in the table, click the pencil symbol, assign the owner, and click update.

  1. Back to top
  • Was this article helpful?

Recommended articles

  1. Article type
    Topic
    Custom Filter
    Guides
    Draft Workflow
    Ready to Publish
  2. Tags
    1. No Owner Assigned
    2. Resolve No Owner Assigned warning in Staircase AI
    3. Staircase