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kevin_oboyle
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Member since ‎Jul 17, 2018
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k8isgreat on June 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 read more
Reply Idea Contacts & Companies Deals
347 upvotes
98 Replies
kevin_oboyle
Member
September 02, 2020
additionally, the ABM Target Accounts reporting doesn't work as well if the Deal isn't assigned to a company. It's more intuitive to think that once...read more
k8isgreat on June 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 read more
Reply Idea Contacts & Companies Deals
347 upvotes
98 Replies
kevin_oboyle
Member
September 02, 2020
additionally, the ABM Target Accounts reporting doesn't work as well if the Deal isn't assigned to a company. It's more intuitive to think that once...read more
Solved
Fridrik on May 28, 2017
Multiple companies with the same domain
I'm sure there must be an answer to this somewhere, but after searching both the knowledge base and the community without finding an answer, I'll just go ahead and ask. My customers are schools and other educational institutions, and quite often read more
Reply Discussion
4 upvotes
19 Replies
kevin_oboyle
Member
July 17, 2018
Hi all, Not an ideal solution - but we need the flexibility to import AND update fields using a unique primary key. The only key that Hubspot le...read more
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