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mcanady
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Member since ‎Mar 23, 2018
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Mary Canady

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fsta on February 16, 2017
CRM Deal Import - Automatically Associate with Contacts
We need the ability to automatically associate deals with contacts/companies during the import process. We have thousands of deals that have been completed for the current year. Our service is provided on an annual basis. We need the ability read more
Reply Idea Contacts & Companies Deals
128 upvotes
74 Replies
mcanady
Member
June 12, 2018
Just another note to say this is an important feature that should be available in Hubspot CRM.
dm_esfa on November 16, 2017
Search for contacts by their *linked* company fields
Hi all We intend to create some custom company fields eg number of employees. Can we filter contacts by their linked company fields? I wish to end up with a list of contacts to get in touch with. It seems like we're restricted to filte read more
Reply Idea
27 upvotes
11 Replies
mcanady
Member
March 23, 2018
You can download both contacts and companies, put them as tabs in an excel spreadsheet, then use the function "vlookup" based on the shared company n...read more
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