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sasflo
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Contact names missing from company records

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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 Soluciones aceptada
Phil_Vallender
Solución
Miembro estimable | Partner nivel Diamond
Miembro estimable | Partner nivel Diamond

Contact names missing from company records

resolver

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

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4 Respuestas 4
MJayangeev
Miembro

Contact names missing from company records

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🎇

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MJayangeev
Miembro

Contact names missing from company records

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no

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MJayangeev
Miembro

Contact names missing from company records

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no yuo

 

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Phil_Vallender
Solución
Miembro estimable | Partner nivel Diamond
Miembro estimable | Partner nivel Diamond

Contact names missing from company records

resolver

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
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