Cause
Sometimes admins may be the admin of multiple different companies
For example: Guaranteed Rate & Guaranteed Rate Affinity are two different companies under the same parent company. They share one marketing department, and have one admin point of contact
Loan Officers may have shared realtor partners.
Example:A loan officer in Company A may want to send a gift to “Realtor 1”.A different loan officer in Company B may want to send a gift to ‘Realtor 1’.
Proposed Solution
Hubspot has a “Record ID”, which is a unique identifier that is pre-populated by the platform
This property is procedurally-generated by the platform at random, and unique within the platform
This would eliminate any issues with ‘duplicate’ records existing from outside their organization
This causes conflicts with our Salesforce integration (email » email), but I think it’s fine if someone’s contacts to two different B&B organizations