How do you mark a contact as no longer with that company

[dguido]

I have a user that has left the company I set him up for (and I am sure this will happen a lot as we use hubspot more).  I want to retain history so I am not looking to just delete the user.  How do you track people that left their current company?

[gelflex-cc · Accepted solution]

@dguido  I remove them from the company and then created a custom field for a company needed. 

[MFrankJohnson · Accepted solution]

Q: I have a user that has left their company .... I want to retain history so I am not looking to just delete the user. How do you track people that left their current company??

Short A: HubSpot doesn't 'track' Associated Company HISTORY (by default).

Longer A:

However, you may use a Workflow to store the Associated Company for each contact in the Contact.Company Name property. If you do so, you will be able to see the HISTORY for the Contact.Company Name property.
- see View property history
- see images

Contact.Company Name HISTORY BUTTON

Contact.Company Name HISTORY SCREEN

To be clear, your Workflow(s) will need to manange all updates to that Contact.Company Name property including the initial company and ALL subsequent changes (or deletions). HubSpot makes no changes to the Contact.Company Name property (by default).

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Best,
Frank

Chief HubSpot Consultant

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MFrankJohnson.com | Perfect HubSpot Series | Connect on LinkedIn

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[gelflex-cc · Accepted solution]

@dguido  I remove them from the company and then created a custom field for a company needed.