How do I make a change to a Company (i.e. name, address) so that it will update/sync to all Contacts within the Company?
I've noticed that some Companies don't contain the same information as Contacts - although they were automatically generated, not manually created, so I'm surprised and confused by how that works.
When Companies are automatically created based on Contacts in the CRM, certain details like address are populated from our database of publicly available company information.
However, this data does not sync to Contacts that are associated with the Company and we do not offer a feature to do this automatically in the CRM.
Our Marketing product offers an automation feature called Workflows that can be configured to copy company property information on to associated contacts. Our marketing product is a paid subscription that you do not appear to have at this time.
When Companies are automatically created based on Contacts in the CRM, certain details like address are populated from our database of publicly available company information.
However, this data does not sync to Contacts that are associated with the Company and we do not offer a feature to do this automatically in the CRM.
Our Marketing product offers an automation feature called Workflows that can be configured to copy company property information on to associated contacts. Our marketing product is a paid subscription that you do not appear to have at this time.
I haven't seen an update on this, but we've discovered that there is an "Associated Company" field that we can change as well - which is a bit confusing. For now we're entering the Company name, then manually selecting the Associated Company, which often autopopulates incorrectly because it uses the contact's email extension (@domain.com).
As for making bulk changes to contacts within a Company, the workaround I've been using is to run a filter for the Company name and then check all and make a change. The bulk edit feature works well for most things, but changing the Associated Company does have to be done manually and individually.
I have to say details such as address, phone, etc should be be synced or automatically ported to Contacts when they are created or a Company is updated.
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