Contacts that have no company tied to them....

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Posted on by USA80

We are seeing a lot of contacts that have no company associated with them. I believe the contacts are getting created due to the tracking process not finding the company. Is there a way to report on this or send an email to the tracker to ad the company to the new contact?

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Community Member on at

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RE: Contacts that have no company tied to them....

Hello,

You can create a workflow, which will be triggered after the creation of the contact.

If the contact does not have a company associated you can send an email to the owner of the contact.

CRM Workflow by default have "Send email" option and you can set the properties of this email.

Another option is to set Company field to be required and so the contact won't be created if the Company is missing.

Regards,

Lyubo
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ashlega 34,477 on at

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RE: Contacts that have no company tied to them....

You might create a workflow which would send an email whenever a new contact is created that has no company

Or you might create a view to display such contacts if you don't want to deal with all those emails