HubSpot Ideas

AKobzeva

Can someone help me with this problem?

I edit the contact information in, then I set up the company for him, and add a deal and assign it to the sales team. Then i assign contact to the sales team (same person that I assigned the deal to).
For some reason, the contact person and the deal are not connecting.
It is very strange that sometimes my colleague see the contact in the deal info and sometimes only sees either contact with information (with 0 deals) or deals without contact info and without company info.

How do I fix this, what looks like, bug?

BTW the idea is after I send the contact and deals I will not have excess to this info. And also Salse teams should not see contacts that they are not owning.
that’s why I’m changing ownership and why we don’t just give full access everywhere to all teams.

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