Reassign contact who has changed companies

SOLVE
DerKaiser
Member

I'd like to remove a contact from a company and re-assign him to another company. It looks like I have to delete the contact entirely but I get a warning about not being able to use same name for 30 days.

Am I missing something? Is there a way to reassign contacts?

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1 Accepted solution

Accepted Solutions
Phil_Vallender
Solution
Most Valuable Member | Elite Partner

Hi @DerKaiser 

 

You can disassociate a contact from a company and manually associate them with another - without deleting them. However, if they have moved company I would assume that they have a new email address? To HubSpot, this would be a new contact and I would leave it like that. You could merge the old contact into the new one, but that might have confusing results. 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies

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9 Replies 9
Phil_Vallender
Solution
Most Valuable Member | Elite Partner

Hi @DerKaiser 

 

You can disassociate a contact from a company and manually associate them with another - without deleting them. However, if they have moved company I would assume that they have a new email address? To HubSpot, this would be a new contact and I would leave it like that. You could merge the old contact into the new one, but that might have confusing results. 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post

bhongn
Member

Hello, just a follow-up if I move a contact from an old firm to a new one,  is data like notes email exchanges will be retained?

0 Upvotes
AMM22
Member

Assuming that the email address changes with a new company is outdated - a lot of our clients contact us via private email addresses.  One of the most irritating situations I come across is when HS confuses a personal email address as a domain and the only way I can break that association is by deleting the company itself.  

A lot of our customers are in academia and we often try to associate them with a particular department or school (like medical school vs. main university).  I feel like it used to be possible to delete a company from the individual contact form and define a new one on the spot.  Now for some reason there is no option at all to delete the company and I can't define a new one because there can be only one per client.   

This strikes me as a perplexing change to capability.  Is there a way I'm missing to break the association between a contact and company without changing the email address?

0 Upvotes
IRayner
Participant

How do you disassociate a contact from a company? I can't see any way to do it.

How do you then associate them with a different company?

Our import has a ton of out-of-date email addresses, and I want to simply correct them when I come across them:

  1. Edit the email address - this seems simple enough to do from the contact record by adding the new email address making it the primary and deleting the old.
  2. Break the association with the original company (How?).
  3. Associate the contact with the new company (How?)

People move companies all the time, this should be incredibly simple, yet I can't find any information anywhere on how to do this.

0 Upvotes
JArnold
Member

Go to Contacts / Companies and find the company - there is a list of contacts associated with it on the right hand side at the top. Delete (dissassociate) the ones you dont need. Then go back to the contact and associate to the company as you need again Top right hand side.

PlanetPluto
Participant

So how can you dissociate a contact from a company full stop? I have a contact that has left a company and is freelancing on his gmail.

Anonymous
Not applicable
Test1
0 Upvotes
nikk
Participant

This question was marked as solved but I just had the same problem today and did not see an actual clear answer to this question. But I figured it out:

On the right panel on a contact record there is the “Associated companies” box. If you hover over the company icon you will see a button that says “Preview” and there is an “X”. If you click the “X” it will allow you to remove the association.

 

I actually saw that button a few times before I realized what it does. They made it look like the “X” cancels the preview or something like that. Pretty poor UX/UI design if you ask me.

StuartAVCOM
Participant

Thanks nikk!

0 Upvotes