Hi There,
I am new on Hubspot, and I am looking for help.
- what is the best way to remove a contact and/or a company from a deal?
I dont want to delet the contact, I just want to remove them from a deal they were associated with.
Hi @TAwadallah ,
Click on the deal for which you want to remove the associated contact/company. On the right hand side, hover over the associated contact/comoany name. There you will see ‘remove association’ option. Click it. Check SS:
Hope this helps!
If we were able to answer your query, kindly help the community by marking it as a solution.
Thanks and Regards.
Hi @TAwadallah,
When you navigate to any record, you should see the associations on the upper right of the screen. Hover your mouse over whatever card (association) you want to change.
A Preview and X button should now appear. Click X to remove the association and associate a new record.
Hope this helps!