CRM

KenLewicki
Member

What's the best way to enter ONE contact with multiple locations

SOLVE

I'm in the process of manually entering my CRM data. I have several companies who have ONE contact person, the owner, but they have 3 to 5 locations. Any suggestions as to the best way to enter their data?

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

What's the best way to enter ONE contact with multiple locations

SOLVE

Hi @KenLewicki

 

This isn't currently possible since each contact can only be associated with one company in the HubSpot CRM. 

 

A possible workaround could be to use HubSpot's parent company feature - creating a parent company for the group, associating the contact, and then creating a child for each location. 


More on that feature here: Introducing Parent-Child Relationships in HubSpot CRM

 

Hope this helps.

Phil Vallender | HubSpot Website Agency

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

What's the best way to enter ONE contact with multiple locations

SOLVE

Hi @KenLewicki

 

This isn't currently possible since each contact can only be associated with one company in the HubSpot CRM. 

 

A possible workaround could be to use HubSpot's parent company feature - creating a parent company for the group, associating the contact, and then creating a child for each location. 


More on that feature here: Introducing Parent-Child Relationships in HubSpot CRM

 

Hope this helps.

Phil Vallender | HubSpot Website Agency