Associating contacts

Smart CRM & Sales Hub CRM
1

Hello,

I want to create a field or custom object on the right side of the contact page that will show the contacts manager and/or who reports to a manager. is this possible to set this up and atuomate? We have the org chart functionality but we would want something to live on the contact record that shows direct reports or who a person reports to. I believe there can not be a lookup filter within HubSpot to search for contacts. Is this possible to do maybe through a custom object?

2

Hi @CClark3,

This would be best solved with association labels between contacts: Create and use association labels

You could specify a “Manager” association label and apply it between contacts. (This feature requires a Professional or Enterprise subscription.)

Best regards!