This article will walk you through how to associate a company to a contact
1. Go to your Contacts page in HubSpot
2. Navigate to the top, dark blue bar, and select Reports
3. From the dropdown, select Dashboards
4. Find your dirty data dashboard
Under the dark blue bar at the top, you should see a label that says Dirty Data Dashboard - Your Name
This will show what data has not been cleaned for your contact list
5. Find the dashboard for Missing Associated Company
6. There is a blue number in the center; click on it to access the contacts
From here, you can see all contacts that do not have a company to go along with it.
7. Click on a contact's name that you know the company, and the location of the office (if applicable) they are at. For instance, John Doe, USI - Los Angeles, CA
*This shows the company, and which office location John Doe is at, which is important for the software that ClaimDOC uses.
8. When you select a contact, the page will display all information. On the upper right-hand side, there is a Companies (0) dropdown with +Add next to it, select this option.
9. From here, you should type in the search bar for the company and location that the contact belongs to. For instance, If John Doe works at USI in Los Angeles, CA, type "USI Los Angeles" and it will appear.
10. Click the checkbox to select the company/location
11. Select Next at the bottom right
12. Then click Save at the bottom right
13. You should now see that the company has been associated with the contact.
You should do this for every contact that is missing a company on your dirty data dashboard. If you have questions, contact hubspot@claim-doc.com