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csconnor
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k8isgreat en Junio 28, 2017
Automatically associate contact/company records with Deals
I was under the impression that when a Deal is attached to a Company, the contacts would automatically be pulled into the "Contacts" box. I would love the contacts to automatically be added when a company is attached to a deal so that 1. It Leer más
Responder Idea Contacts & Companies Deals
347 Me gusta
98 Respuestas
csconnor
Participante
Marzo 23, 2022
We are going in and manually adding the contact's corresponding company in the Deals page. It's ridiculous. The data is right there -- just not conne...Leer más
adimare en Septiembre 29, 2021
HubSpot Associations: New and Improved
Please note: as of April 18, 2022, this update is live to all accounts. The text of this post will not be updated moving forward. For up to date information about the rollout and what's included, refer to this post . For detailed produ Leer más
Responder Blog Product How-To
23 Me gusta
81 Respuestas
csconnor
Participante
Diciembre 01, 2021
Exciting to see this - this is one reason we don't use HS like we could. We can't associate deals easily with companies...will this allow us to assoc...Leer más
csconnor en Junio 09, 2020
Automatically add Deals by individual contacts to the COMPANY total.
This applies especially to those selling ecommerce as a B2B storefront. When a contact buys something from you (ie from your shopify store). If they have a company affiliation, then the deal will appear on the contact's profile, but also AUTOMAT Leer más
Responder Idea Sales Reporting
1 Me gusta
3 Respuestas
csconnor
Participante
Febrero 08, 2021
Wow - that's a great idea... definitely going to try that.
k8isgreat en Junio 28, 2017
Automatically associate contact/company records with Deals
I was under the impression that when a Deal is attached to a Company, the contacts would automatically be pulled into the "Contacts" box. I would love the contacts to automatically be added when a company is attached to a deal so that 1. It Leer más
Responder Idea Contacts & Companies Deals
347 Me gusta
98 Respuestas
csconnor
Participante
Marzo 23, 2022
We are going in and manually adding the contact's corresponding company in the Deals page. It's ridiculous. The data is right there -- just not conne...Leer más
csconnor en Junio 09, 2020
Automatically add Deals by individual contacts to the COMPANY total.
This applies especially to those selling ecommerce as a B2B storefront. When a contact buys something from you (ie from your shopify store). If they have a company affiliation, then the deal will appear on the contact's profile, but also AUTOMAT Leer más
Responder Idea Sales Reporting
1 Me gusta
3 Respuestas
csconnor
Participante
Febrero 08, 2021
Wow - that's a great idea... definitely going to try that.
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