Organise contacts in a company

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New Contributor

Hi everyone, 

 

I am looking for a solution to this: Within each of our target company/client contacts, we have various contacts that are in different departments, eg. legal, compliance, technical, account managers and we are trying to find a way to organise our contacts within a company in a way that it's easy to understand the different job roles/contacts and pick up the technical contacts only for our technical enquiries, the legal for the legal ones and so on.. 

 

Any suggestions?

 

Thanks,

Zina

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Accepted Solutions
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Regular Advisor | Gold Partner

Hello @ZinaFable 

 

You can definetly use HubSpot Contact and Company association setting on behalf of contact email domain. Also you can opt out specific domains which will not create new companies like gmail, yahoo etc.

This will help you to get contacts associated under the same company if they belong to. Next for job/user roles, you can make use of HubSpot custom contact property of type select or multi-select. In that property feed your available options, and then at the time of contact creation you can make this property required to be filled by your team.

Hope this helps.

 

Thanks

Digital Marketing & Inbound Expert In Growth Hacking Technology
1 Reply 1
Highlighted
Regular Advisor | Gold Partner

Hello @ZinaFable 

 

You can definetly use HubSpot Contact and Company association setting on behalf of contact email domain. Also you can opt out specific domains which will not create new companies like gmail, yahoo etc.

This will help you to get contacts associated under the same company if they belong to. Next for job/user roles, you can make use of HubSpot custom contact property of type select or multi-select. In that property feed your available options, and then at the time of contact creation you can make this property required to be filled by your team.

Hope this helps.

 

Thanks

Digital Marketing & Inbound Expert In Growth Hacking Technology