La fonction de suggestion automatique permet d'affiner rapidement votre recherche en suggérant des correspondances possibles au fur et à mesure de la frappe.
The "Actions" drop-down I need to define the relationship to the company does not seem to be appearing (screenshot included). We are on a Sales Enterprise license. I am making a contact list.
Regarding the "Point of contact" you mentioned, I wanted to clarify if it is a contact property or a company property in your system. Could you please confirm?
Additionally, it would be helpful if you could provide a screenshot of the association you created in the settings option. This way, I can better understand the context and assist you more effectively.
Thank you in advance for your cooperation.
Best,
Diana
HubSpot’s AI-powered customer agent resolves up to 50% of customer queries instantly, with some customers reaching up to 90% resolution rates. Learn More.
According to the screenshot, you've already selected Company as the associated object. Next, choose the desired property to filter by from the dropdown menu below the search bar. In my case, I selected Last Contact from the Company Properties. This is what it would look like:
Let me know if this is what you were looking for! Diana
HubSpot’s AI-powered customer agent resolves up to 50% of customer queries instantly, with some customers reaching up to 90% resolution rates. Learn More.