CRM

BJobse
Member

How can I associate a contact as a primary contact with a company?

SOLVE

How can I associate a contact as a primary contact with a company?

As an example, I have a company with 15 contacts but I want to make 1 as the primary contact

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How can I associate a contact as a primary contact with a company?

SOLVE

Hi @BJobse,

 

This can be achieved with association labels. By following the steps in this article, you can set up one meeting your requirements: https://knowledge.hubspot.com/object-settings/create-and-use-association-labels

 

Generally, you can edit the association label by looking at the right sidebar of a contact record, hovering your mouse over the company card and then edit the label:

 

karstenkoehler_0-1718180871660.png

 

In this case, you would create an association label for contact to company, and call it primary contact.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How can I associate a contact as a primary contact with a company?

SOLVE

Hi @BJobse,

 

This can be achieved with association labels. By following the steps in this article, you can set up one meeting your requirements: https://knowledge.hubspot.com/object-settings/create-and-use-association-labels

 

Generally, you can edit the association label by looking at the right sidebar of a contact record, hovering your mouse over the company card and then edit the label:

 

karstenkoehler_0-1718180871660.png

 

In this case, you would create an association label for contact to company, and call it primary contact.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes