Inheritance

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Is there a way to allow/set up certain properties of a company to be inherited by its associated employees? 

 

Thanks!

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Community Thought Leader | Diamond Partner

Hi @kimbekaw

 

Other than lifecycle stage and hubspot owner, which can be set to sync in settings, this can't be achieved with the free CRM. 

 

If you have access to workflows though, in the Marketing Hub or Sales Professional, you could create ones that map information to new contacts at existing companies for sure. 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies
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