When importing the CSV file you recommend doing it under Deals? I was thinking that uploading under Contacts or Companies might not work because some of the properties on the spreadsheet are for both. Or could we do it under either one and it would still find all matching properties during the upload for Contacts and Companies? Is this the reason you do it under Deals?
When importing into Hubspot we import under contacts. When you upload a contact, Hubspot will create the corresponding company based off the email domain. Which SOP has you import under deals?
SOURCING: Step 3: Importing Leads into HubSpot
@Thomas1985 Ya import as contacts. That needs to be changed in the SOP.