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CLawson4
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Cami Lawson

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CLawson4 on Januar 31, 2022
Contact/Company Owner changes with emails inbound
Here is the scenario with Create and associate companies with contacts turned on. Company A has 5 contacts. All have the same Contact Owner. Someone not in HS emails a different sales team member and it changes the Contact Owner for the Comp Beitrag ansehen
Antworten Diskussion Companies Contacts CRM
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6 Antworten
CLawson4
Mitglied
Oktober 20, 2022
@OBello5 we did not disable this because of other issues it would cause.
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CLawson4 on September 07, 2022
Get Companies by owner
Good morning. I have looked and cannot find a good answer or solution to get companies by owner. I can definitely get the owner id via the APIs and I can get companies, but I don't need the whole list of companies. And in getting companies I n Beitrag ansehen
Antworten Diskussion Companies
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1 Antwort
CLawson4
Mitglied
September 07, 2022
Got it. Using the search we got the filter for hubspot_owner_id with the value retrieved from Owners and away we go.
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CLawson4 on September 07, 2022
Get Companies by owner
Good morning. I have looked and cannot find a good answer or solution to get companies by owner. I can definitely get the owner id via the APIs and I can get companies, but I don't need the whole list of companies. And in getting companies I n Beitrag ansehen
Antworten Diskussion Companies
0 Likes
1 Antwort
CLawson4
Mitglied
September 07, 2022
Got it. Using the search we got the filter for hubspot_owner_id with the value retrieved from Owners and away we go.
Gelöst
CLawson4 on April 13, 2022
Duplicate companies
I'm not sure how I have a duplicate company as I thought we could not have dups in the system. One was created in 2019 and the other in Feb of this year. Same domain and they each have different owners. Can I merge them?
Antworten Diskussion Companies
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2 Antworten
CLawson4
Mitglied
April 13, 2022
Thank you @karstenkoehler
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CLawson4 on April 13, 2022
Duplicate companies
I'm not sure how I have a duplicate company as I thought we could not have dups in the system. One was created in 2019 and the other in Feb of this year. Same domain and they each have different owners. Can I merge them?
Antworten Diskussion Companies
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2 Antworten
CLawson4
Mitglied
April 13, 2022
Thank you @karstenkoehler
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CLawson4 on März 18, 2022
Review others imports
Is there a way I can review the lists that others have imported? I'm trying to look at the list they imported and potentially remove the import due to bad data.
Antworten Diskussion Contacts
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CLawson4
Mitglied
März 18, 2022
@karstenkoehler thanks for that. I also went to the lists and see that he may have deleted the list instead of backing out the imported contacts a...Beitrag ansehen
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