HubSpot Ideas

susanmartin2006

Show contacts associated with company when creating a deal or ticket from record

If I'm in the record of company "XYZ Company", and I create a Ticket or Deal, we would like to see those Contacts associated with said company at the TOP of the Contact association list. We understand that contacts not immediately associated with the said company can be added (as that's how HubSpot is built), BUT we would like to see those immediately associated with the said company to display FIRST, by default. This will help with seeing first those people, without having to remember names and such. This will significantly help our sales and service teams.

1 Reply
jpeluso
Participant

I JUST had this issue come up with my Sales Manager. It almost works when creating a deal through a CONTACT record (auto-populates w/primary company), but not when creating a deal through a COMPANY record.