topic Re: Logging which contacts introduced to companies in Tips, Tricks & Best Practices

Logging which contacts introduced to companies

Mlho — Wed, 10 Jul 2024 20:30:23 GMT

Hi - I see that from the contacts side, I can see the companies that we have introduced these contacts to. I was wondering on the flipside, is it possible to see the contacts that we have introduced companies to?

Re: Logging which contacts introduced to companies

MBarakat — Wed, 10 Jul 2024 23:27:25 GMT

Hi @Mlho , yes, you can. If you navigate to a specific company, you will see the associated contacts at the top right corner of your view.

Re: Logging which contacts introduced to companies

karstenkoehler — Thu, 11 Jul 2024 04:14:05 GMT

Hi @Mlho,

When opening a record in HubSpot, you can always see the associated records in the right sidebar.

When opening a contact record, you'll see associated companies, deals, tickets.
When opening a company record, you'll see associated contacts, deals, tickets.

... and so on.

If an association is missing, you can establish it manually: https://knowledge.hubspot.com/records/associate-records

If merely associating is not enough and you want to give the association a description (what is the relationship), this can be done with association labels. https://knowledge.hubspot.com/object-settings/create-and-use-association-labels

Best regards!