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Incorrect company linked to deal

Are you having problems with that your deal in HubSpot wants to create the quote for the incorrect customer in Enterprise? Or it can not find the quote you want to manually link? Then the company associations with the deal is probably incorrect.

Company - From Contact view
Private person - From Contact view
From Deal view

Company - From Contact view

(Private person see below)

If you have one or more associated companies to a contact you can end up with incorrect associations to the deal. 

The company that gets associated with the deal is the Primary Company. If it is possible you can change the Primary company first to get it to create the deal with this company.bild

If this is not possible you can always select a different company when you create the deal from the contact view.

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Private Person - From Contact view

If you have one or more associated companies to a contact but want to add a deal for the linked contact (make sure to link it first) you unfortunately have to create the deal with a company if you do it from the contact page

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Then you delete the company from the deal:

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Voila!

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From Deal view

If you have created the deal and it has incorrect associations for the Company (or contact) you can simply change it in this view by Removing or Adding associations. The primary contact on the deal is the one that is connected to Enterprise. 

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