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sasflo
Mitglied

Contact names missing from company records

lösung

When I create a new company record and then add a contact or two, I find that the contacts are not listed when I (later) pull up the company record. What's happening? The contacts are not missing. They are in the database, but not seemingly visible under the company.

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1 Akzeptierte Lösung
Phil_Vallender
Lösung
Koryphäe | Diamond Partner
Koryphäe | Diamond Partner

Contact names missing from company records

lösung

Hi @sasflo

 

The association between companies and contacts is not added automatically by default. You either need to associate contacts with companies manually, or turn on automatic association. 

 

More info here on:

 Hope this helps.

Phil Vallender | HubSpot Website Agency

Lösung in ursprünglichem Beitrag anzeigen

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4 Antworten
MJayangeev
Mitglied

Contact names missing from company records

lösung

🎇

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MJayangeev
Mitglied

Contact names missing from company records

lösung

no

0 Upvotes
MJayangeev
Mitglied

Contact names missing from company records

lösung

no yuo

 

0 Upvotes
Phil_Vallender
Lösung
Koryphäe | Diamond Partner
Koryphäe | Diamond Partner

Contact names missing from company records

lösung

Hi @sasflo

 

The association between companies and contacts is not added automatically by default. You either need to associate contacts with companies manually, or turn on automatic association. 

 

More info here on:

 Hope this helps.

Phil Vallender | HubSpot Website Agency
0 Upvotes