Sep 3, 2020 6:16 AM
Good morning, I am facing with a sales issue which is 2 different sales people created and contacted the same customer. Is there a way to prevent this? By using a field that, when filled, other person trying to create the same company is alerted that customer already exists. Could be VAT number. Thanks a lot
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Sep 3, 2020 6:50 AM
HubSpot differentiates companies based on domain (and contacts based on email). If you already have a company "www.company.com" and someone tries to add a new company with the same domain, you'll get a pop-up saying :
"Gosh, that looks familiar. Did you mean:"
Then listing any existing companies with that same domain, below.
I don't think there's anything you can do to prevent companies from being created with the same domain, but you can't create a contact with the same email as one that already exists. There may be something you can do with Workflows (how I wish I had access to Workflows) - perhaps someone with a pro subscription could advise?
Hope this helps.
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