Link own company and employees with accountSOLVE
Jan 14, 2019 1:46 AM
Is there a posibility to link one's own company and the employees associated with it to the account? The internal employees also all have Hubspot accounts and should not be seen by Hubspot as external customers. Can you define your own employees somewhere so that they are not seen as customers? Also our company should not be seen as one of the customers company.
Thanks for your support!
Solved! Go to Solution.
Jan 14, 2019 8:15 AM
I tend to move the company and all employees to lifecycle stage = other to prevent them from being included in email campaigns, workflows and certain reports.
If you have lifecycle stage sync turned on then employees with the same email domain as the company/account record should move to other automatically. If not, you can create a workflow to do it for you - if you have accces to them.
Hope this helps.