Exporting wipes information and breaks links

ABSP
Member

Hi, when I export company names within the 'Deals' view is wipes this information from the relevant Deal and the Deal is then not associated with any Company.

 

However if I then go to the Company record, there is a Deal associated with it. So I then click on the Deal within the Company record and is reconnects the link in the Deal view between the Deal and the Company.

 

Why does exporting the Company name from the Deal view delete this information and break the link? How can I avoid this and not have to go through the re-establishment process I have listed above?

 

Thanks

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2 Replies 2
edjusten
HubSpot Employee

Hi @ABSP  This seems a bit strange. Can you provide some details about how you are exporting companies from the Deals object?

 

Ed 


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ABSP
Member

Hi Ed,

I've tried to replicate the problem this morning, but typically its now working fine. I was however using the 'export all in view' from the 'Options' when in the Deal Pipeline view.

 

If i experience the same again, then I'll re-post.

 

Thanks

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