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KTinBK
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Member since ‎Jul 26, 2022
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Katie Johnson

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October 18, 2023
Thanks @DianaGomez . I should clarify a bit more. I'm only looking to add contacts that have the association "point of contact" to a primary compa...read more
KTinBK on October 17, 2023
I'm creating a specific list for all our primary contacts at customers. I'm following the steps in this article: https://knowledge.hubspot.com/crm-setup/create-and-use-association-labels. The "Actions" drop-down I need to define the relations read more
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August 30, 2023
Thanks! They have a unique address and also internal Group Code. Leaning the direction of individual child accouts for all of them.
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KTinBK on August 29, 2023
Hi! I'm working with a client and we are setting up all their child accounts for active customers (currently they do not have any of these in Hubspot). They have some accounts with a high number of "children." One customer has a 150 child account read more
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Member
July 20, 2023
@karstenkoehler the browser solved it! (I can't believe the dependent one too.) It's sometimes the simplest solution. Thank you! I clearly need...read more
Member
July 20, 2023
Great idea! Here's a quick video: https://www.loom.com/share/5f39ee677a394cf099d217beb46ce993?sid=10c63cac-a0e9-4e69-b8cb-520c990717c3 . The field...read more
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