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Xiawanbai
Contributor

Prospecting Workspace is it possible to add company associated to the contact when creating a lead?

SOLVE

How can I see the company while creating a lead in Prospecting Workspace? In case of contacts that have the same name and surname it is not possible to see which company they are assigned to.Screenshot 2024-12-09 131355.png

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Gaurav_Aggarwal
Solution
Key Advisor

Prospecting Workspace is it possible to add company associated to the contact when creating a lead?

SOLVE

@Xiawanbai 

 

Click Contact to create a contact lead,

Gaurav Aggarwal
CEO Truva AI | Hubspot Partner
HubSpot Expert, Key Advisor

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Gaurav_Aggarwal
Key Advisor

Prospecting Workspace is it possible to add company associated to the contact when creating a lead?

SOLVE

Hey @Xiawanbai 

 

Once you add a lead into the prospecting workspace click on your lead name and in the association section of your contact you can see the associated company of that contact: 

 

Gaurav_Aggarwal_0-1733747688343.png

 

For more details kindly go through this article here

Gaurav_Aggarwal_0-1733747898009.png

 

Gaurav Aggarwal
CEO Truva AI | Hubspot Partner
HubSpot Expert, Key Advisor

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0 Upvotes
Xiawanbai
Contributor

Prospecting Workspace is it possible to add company associated to the contact when creating a lead?

SOLVE

Thanks, but I meant while you are creating a lead, not after it is created

0 Upvotes
Gaurav_Aggarwal
Solution
Key Advisor

Prospecting Workspace is it possible to add company associated to the contact when creating a lead?

SOLVE

@Xiawanbai 

 

Click Contact to create a contact lead,

Gaurav Aggarwal
CEO Truva AI | Hubspot Partner
HubSpot Expert, Key Advisor

Have questions? Get answers:

Get Premium Support

Did my post help answer your question? Mark this as a solution.