CRM

sbeauchamp
Membre

swich Parent/child

Résolue

HI,

 

I need to change a business that was Parent to a child and for another one from Child to parent : How can I do this in Hubspot ?

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1 Solution acceptée
SamStAmour
Solution
Contributeur | Partenaire solutions Elite
Contributeur | Partenaire solutions Elite

swich Parent/child

Résolue

Hi Sonia,

 

If I understand well, you probably just need to go in the company's profile view, and in the right hand column, search for related companies, and click the "x" in the top right corner of the related company box to remove the connection. Then simply add a new connection. See image below.

 

Jgy65KOvtT.png

Voir la solution dans l'envoi d'origine

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2 Réponses
SamStAmour
Solution
Contributeur | Partenaire solutions Elite
Contributeur | Partenaire solutions Elite

swich Parent/child

Résolue

Hi Sonia,

 

If I understand well, you probably just need to go in the company's profile view, and in the right hand column, search for related companies, and click the "x" in the top right corner of the related company box to remove the connection. Then simply add a new connection. See image below.

 

Jgy65KOvtT.png

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sbeauchamp
Membre

swich Parent/child

Résolue

Yes it's exactly this ! THank you 

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