Contact Title unchanged

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New Contributor

Hi there! I am trying to update a contact's information with her new email address, title, and company. However, when I update her title at the new company, the "at ___" of the previous company still follows the title.

 

Am looking for where this piece is coming from and how to remove it.

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Esteemed Contributor | Platinum Partner

Hi @emily-brandt 

 

Is she still associated with the other company? If she is, remove that association with that company. This won't remove historical data in the company record. 

 

I would also suggest keeping her old address - setting it as an opt out to remove chance of sending emails in error to that address, yet retaining the information for historical knowledge. Then I would add her new address and set to primary.

 

Let me know if that helps!

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Krystina Gillenwater
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Esteemed Contributor | Platinum Partner

Hi @emily-brandt 

 

Is she still associated with the other company? If she is, remove that association with that company. This won't remove historical data in the company record. 

 

I would also suggest keeping her old address - setting it as an opt out to remove chance of sending emails in error to that address, yet retaining the information for historical knowledge. Then I would add her new address and set to primary.

 

Let me know if that helps!

Did this post help solve your problem? Help the community and mark it as a solution.
Krystina Gillenwater
We help B2Bs on HubSpot turn visitors into quality sales opportunites.
HubSpot Platinum Partner Logo HubSpot Platinum Partner Agency
Book 15 Minutes with Krystina »
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New Contributor

Got it! That worked!! Thank you so much Smiley Happy 

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Esteemed Contributor | Platinum Partner

Awesome @emily-brandt - my pleasure!

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Krystina Gillenwater
We help B2Bs on HubSpot turn visitors into quality sales opportunites.
HubSpot Platinum Partner Logo HubSpot Platinum Partner Agency
Book 15 Minutes with Krystina »
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