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DWillis1
Member

How do I set up a secondary company field

SOLVE

I am new here and wonder if you can help.

 

Set up is currently populating the domain.name as the primary organisation field but this isn't correct for this particular client.

 

Eg., domain name is .nhs.net but I have clients from several different hospitals within .nhs.net.

 

How could I improve my set up so I can see each hospital rather than just nhs.net?

 

Thanks

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How do I set up a secondary company field

SOLVE

@DWillis1 there you go:

 

karstenkoehler_0-1733763154081.png

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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DWillis1
Member

How do I set up a secondary company field

SOLVE

So I have given this a try. I can't seem to find the 'companies card' to +Add company. Is there a chance that you might send me a screen shot of what this step looks like?

 

Thank you again.

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How do I set up a secondary company field

SOLVE

@DWillis1 there you go:

 

karstenkoehler_0-1733763154081.png

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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DWillis1
Member

How do I set up a secondary company field

SOLVE

Thank you so much Karsten 🙂

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

How do I set up a secondary company field

SOLVE

Hi @DWillis1,

 

This is typically done with parent-child-relationships: https://knowledge.hubspot.com/records/add-a-parent-or-child-company

 

HubSpot does not stop you from creating multiple company records with the same company domain name. You'll see a warning / hint but you can proceed.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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DWillis1
Member

How do I set up a secondary company field

SOLVE
Amazing! Thank you 🙏 I will give this a try …
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