Just working on organizing some of our leads now by organizing into Parent/Child relationships and very surprised to find out they don’t communicate. Not sure on the reason to link them without activity and notes being tracked to Parent…
This feature would be so helpful as we now need to duplicate all contacts from child accounts onto the parent account to get a comprehensive view on the overall organisation.
We have a client that has been asking for this kind of data roll up for awhile now, it would really be a great way for their reps to manage their accounts all in once place.
Where are we at with this? Without this vital data sync, the parent/child function is significantly devauled and almost becomes more work than it’s worth.
How are you working around this missing connection in the meantime? We sell to schools within school districts; so it’s important to understand the district’s total investment and activity history before we approach school district leaders. Is there a report-view or other place to get a quick snapshot of the Child-company activity without clicking into each one individually?
Confirmed still not a feature. This would very impactful to our sales strategy. We communicate to retailers with multiple stores, so each have their own HubSpot Account. Giving our reps the ability to quickly check Account wide activity without leaving the Account page is a must.