CRM

Bech
Member

entering new contacts ?

SOLVE

I have imported at lot of companies and as i get along and contact the companies I want to update the CRM with a contact person _ but I seems like I cant do it when / directly at the screen when I have openend the company profile.

I have to separately open contacts and enter the data and then link the person to the company ?

is there a better / faster / more direct way - preferably directly when we anyway and looking at the company data

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1 Accepted solution
MFrankJohnson
Solution
Thought Leader

entering new contacts ?

SOLVE

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Q: Is there a better / faster / more direct way [to create a new contact associated with the company] - preferably directly when looking at the company data?

 

Short A: Yes.

- see imageFrom Company Record - Create New Contact Associated With CompanyFrom Company Record - Create New Contact Associated With Company

 

 

Help answer your question? If so, remember to accept this solution now.

 

Best,
Frank

Author, the Perfect HubSpot Series


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MFrankJohnson.com | Connect on LinkedIn

Help find posts quickly ... accept this solution now.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com

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1 Reply 1
MFrankJohnson
Solution
Thought Leader

entering new contacts ?

SOLVE

_hubspot-button-accept-as-solution-gif-v00.gif

 

Q: Is there a better / faster / more direct way [to create a new contact associated with the company] - preferably directly when looking at the company data?

 

Short A: Yes.

- see imageFrom Company Record - Create New Contact Associated With CompanyFrom Company Record - Create New Contact Associated With Company

 

 

Help answer your question? If so, remember to accept this solution now.

 

Best,
Frank

Author, the Perfect HubSpot Series


hubspot-solutions-signature-mfrankjohnson-v05.png

MFrankJohnson.com | Connect on LinkedIn

Help find posts quickly ... accept this solution now.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
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