Currently when in a Contact page you can click into “more” on an associated Company preview and choose “Set as primary”, it then creates a box within the preview designating it as the “Primary” company.
I would like to replicate this on the Company page within the associated contacts. I know that we can set association labels to show a primary contact but this creates simple text at the bottom of the card that might be missed for new Hubspot users, whereas the Primary box within the Company preview card is much more noticeable.
If anyone knows how to do this that would be a great help. Thanks i advance.
Hi @MattDubs,
Are you referring to the dropdown – and asking there to be a dropdown option that says “Set as primary” on the company object for associated contacts?
If so, then no, this is currently not possible. You could however request it from the HubSpot product team by submitting a post to the HubSpot Ideas section of the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas
(If that’s not what you’re referring to, please highlight exactly in your screenshot what you mean.)
Best regards!
Hi Karsten, yes you have interpreted that correctly (apologies if I wasn’t clear). Thanks for the answer!
