You notice that several sales representatives are adding new companies into HubSpot, but these companies aren’t connected to any contacts, deals, or tickets. This makes reporting and understanding the business relationship challenging. What’s the best way to ensure complete and useful company records?

Question: You notice that several sales representatives are adding new companies into HubSpot, but these companies aren’t connected to any contacts, deals, or tickets. This makes reporting and understanding the business relationship challenging. What’s the best way to ensure complete and useful company records?

  • Instruct reps to add more custom properties to companies.
  • Switch all company records to custom objects.
  • Use associations to link companies with related contacts, deals, or tickets.
  • Move company information to manual spreadsheets.

The answer(s) to the question is highlighted in the BOLD text above. You can also find more questions and answers related to the exams on the “Data Integrations Certification” page.

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