CRM

MattLM
Member

Forgetful sales team assign contacts but no the company

SOLVE

Monring Hubspotters!

 

So I have a growing issue of un-assigned companies in the crm.

The team all love how easy it is to add a contact and that, that contact is automatically assigned to them via tthe gmail plugin but, they continually forget to manually update the company owner.  Which means ive got over 50 companies I cannot easily attribute to a sales team member.

 

Is there a way to automate this too at the same time as creatign the record?

 

Thanks

 

Matthew 

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1 Accepted solution
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Forgetful sales team assign contacts but no the company

SOLVE

Hi @MattLM

 

Yes, you can automate this Smiley Happy

 

How can I sync ownership between contacts and companies?

 

Hope this helps.

Phil Vallender | HubSpot Website Agency

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2 Replies 2
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Forgetful sales team assign contacts but no the company

SOLVE

Hi @MattLM

 

Yes, you can automate this Smiley Happy

 

How can I sync ownership between contacts and companies?

 

Hope this helps.

Phil Vallender | HubSpot Website Agency
0 Upvotes
MattLM
Member

Forgetful sales team assign contacts but no the company

SOLVE

Thanks for this Phil - In the same way - can you auto assign the team baed upon the team that the owner sit in?