HubSpot Ideas

davidw803

Deal Filters for Associated Contacts and Companies

When I have a deal that needs a contract, I need to check to see if a Contact and a Company are associated. If not I will throw a warning with the task tool to my sales reps. Is there not a simple "Yes" or "No" Hubspot property that could be used for this?

 

Thanks to all who see this and upvote - I will check back in the year 2025 to see if this has gained any traction. 

2 Replies
MReilly9
Member

This is great idea. I wish that I had thought to ask. Hope Hubspot implements it soon. 

cimar007
Participant

I hope they implement this soon. Much needed.