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CLawson4
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Membre depuis ‎nov. 11, 2021
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CLawson4 le Janvier 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 Lire la suite
Répondre Discussion Companies Contacts CRM
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CLawson4
Membre
Octobre 20, 2022
@OBello5 we did not disable this because of other issues it would cause.
Résolues
CLawson4 le Septembre 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 Lire la suite
Répondre Discussion Companies
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1 Réponse
CLawson4
Membre
Septembre 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.
Résolues
CLawson4 le Septembre 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 Lire la suite
Répondre Discussion Companies
0 Mention J'aime
1 Réponse
CLawson4
Membre
Septembre 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.
Résolues
CLawson4 le Avril 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?
Répondre Discussion Companies
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2 Réponses
CLawson4
Membre
Avril 13, 2022
Thank you @karstenkoehler
Résolues
CLawson4 le Avril 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?
Répondre Discussion Companies
0 Mention J'aime
2 Réponses
CLawson4
Membre
Avril 13, 2022
Thank you @karstenkoehler
Résolues
CLawson4 le Mars 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.
Répondre Discussion Contacts
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CLawson4
Membre
Mars 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...Lire la suite
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