CRM

MattLM
メンバー

Forgetful sales team assign contacts but no the company

解決

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 

0 いいね!
1件の承認済みベストアンサー
Phil_Vallender
解決策
最優秀メンバー | Diamond Partner
最優秀メンバー | Diamond Partner

Forgetful sales team assign contacts but no the company

解決
0 いいね!
2件の返信
Phil_Vallender
解決策
最優秀メンバー | Diamond Partner
最優秀メンバー | Diamond Partner

Forgetful sales team assign contacts but no the company

解決

Hi @MattLM

 

Yes, you can automate this スマイリー ハッピー

 

How can I sync ownership between contacts and companies?

 

Hope this helps.

Phil Vallender | HubSpot Website Agency
0 いいね!
MattLM
メンバー

Forgetful sales team assign contacts but no the company

解決

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