Contacts and Associated Deals
SOLVE
1 Accepted solution
Contacts and Associated Deals
SOLVEHi @Chakraborty1982,
HubSpot doesn't have a default feature that lets you delete a contact record along with the deals. You would have to navigate to a contact record, open the associated deals in new tabs, delete the deals, then delete the contact.
Depending on your subscription and depending on which contacts and deals exactly this is referring to, there might be approaches to bulk deletion as well. For example, if you have access to workflows, you can use a contact-based workflow to flag all associated deals. You can filter for those flagged deals and bulk delete them, too. This requires a Professional subscription with workflows.
For a low volume of contacts, the manual route (see above) is the best option. If you have more context, feel free to share. Happy to help.
Hope this helps!
| Karsten Köhler |
 | Did my post help answer your query? Help the community by marking it as a solution. |
Contacts and Associated Deals
SOLVEHi @Chakraborty1982,
HubSpot doesn't have a default feature that lets you delete a contact record along with the deals. You would have to navigate to a contact record, open the associated deals in new tabs, delete the deals, then delete the contact.
Depending on your subscription and depending on which contacts and deals exactly this is referring to, there might be approaches to bulk deletion as well. For example, if you have access to workflows, you can use a contact-based workflow to flag all associated deals. You can filter for those flagged deals and bulk delete them, too. This requires a Professional subscription with workflows.
For a low volume of contacts, the manual route (see above) is the best option. If you have more context, feel free to share. Happy to help.
Hope this helps!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
