HubSpot Ideas

christinephu

Workflow assignment: Associate contacts to deals

  • Who (what type of role or team) is the feature for?

Operations, Sales

 

  • What is their goal?

To automatically associate company contacts with the company's associated deals.

 

  • What value will this add?

Reduces admin tasks for our sales team and reduces manual work when data is imported.

 

  • Screenshots, pictures, drawings, process diagrams, are helpful.

Add assign associated contacts to one of these sections in workflows.

 

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