CRM

CClark3
Member

Associating contacts

SOLVE

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? 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Associating contacts

SOLVE

Hi @CClark3,

 

This would be best solved with association labels between contacts: https://knowledge.hubspot.com/object-settings/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!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Associating contacts

SOLVE

Hi @CClark3,

 

This would be best solved with association labels between contacts: https://knowledge.hubspot.com/object-settings/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!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes