CRM

TinaOtt
Mitglied

Associate former company record with new company record after rebranding

lösung

Hey There,

 

I'm trying to find a way to associate 2 company records with each other. Both records ultimately represent the same company - 1 record is from before the company rebranding and 1 after. We need to keep 2 separate records and historical data per each though we also need a connection or link between the records to be able to have all information centralised and accessible for our sales team. This is not a single case.

 

Any suggestions on how to best cover this scenario?

 

Thank you!

2 Akzeptierte Lösungen
danmoyle
Lösung
Koryphäe | Elite Partner
Koryphäe | Elite Partner

Associate former company record with new company record after rebranding

lösung

@TinaOtt Would it work to have the new re-branded Company as the parent company, and the old instance as the child company? That's the only way I'm aware of to associate 2 Company records to each other without merging them. By the way, merging was my first thought because a rebrand means the old brand is gone, so that won't be active anymore, and a merge would bring everything together into one record. But you said you want them separate. So my thought is parent/child company. 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/

Lösung in ursprünglichem Beitrag anzeigen

0 Upvotes
TinaOtt
Lösung
Mitglied

Associate former company record with new company record after rebranding

lösung

Thanks so much for your response! We'll give that a go!

Lösung in ursprünglichem Beitrag anzeigen

0 Upvotes
2 Antworten
danmoyle
Lösung
Koryphäe | Elite Partner
Koryphäe | Elite Partner

Associate former company record with new company record after rebranding

lösung

@TinaOtt Would it work to have the new re-branded Company as the parent company, and the old instance as the child company? That's the only way I'm aware of to associate 2 Company records to each other without merging them. By the way, merging was my first thought because a rebrand means the old brand is gone, so that won't be active anymore, and a merge would bring everything together into one record. But you said you want them separate. So my thought is parent/child company. 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/
0 Upvotes
TinaOtt
Lösung
Mitglied

Associate former company record with new company record after rebranding

lösung

Thanks so much for your response! We'll give that a go!

0 Upvotes