How to Filter Contacts by Association Label in HubSpot CRM Workflows

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  • čas přidán 20. 06. 2024
  • This HubSpot training explains that when using association labels, there may be cases where a person has multiple labels, such as being an investor at one company and a board member at another. In such cases, if the focus is on their primary company where they are the CEO, the association label should be set to "primary company" by clicking on "contacted associated". Other association labels can be specified in the drop-down menu.
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