Copying Data into new account

Occasional Contributor

Hello,

Each user can multiple sales accounts, is it possible to copy properties craeted for contacts from one account into another? e.g. If I am setting up an account per branch / geo, can I copy the properties that I create once (such as properties specific to out operations, e.g. referred by, platform used etc) and copy those peoperties to new accoutns that I create for other branches / chapters.

 

Thanks

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Community Manager

Hey @zubair this isn't currently possible using HubSpot. Have a look at the feature requests posted here: https://community.hubspot.com/t5/CRM/Copying-Data-into-new-account/m-p/36350/highlight/true#M4127 you might find a match that you can vote for/comment. 

 

If not you can write/post your own and ask the Community to vote. 

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