Training | HubSpot | How to Add and Remove Association Labels

Purpose

This training explains how to add, edit, and remove association labels in HubSpot.
Learners will understand how to correctly label contacts (e.g., Primary Member, Team Member, or Billing Contact) to ensure accurate company association and visibility of key relationship information.

Training Content

1. In HubSpot, navigate to the Company Info page.

2. On the right-hand side, locate the list of Contacts associated with the company.

3. Hover over the contact you want to update.

4. Click the More dropdown menu.

5. Select Add Associate Label.

6. Choose the appropriate label from the options:

   • Primary Member

   • Team Member

   • Billing Contact

7. To change a label, click the X next to the current label, select a new one, and then click Update.

8. To remove an association entirely, click More again and select Remove Association.

9. Confirm removal if prompted.

10. Verify that the contact list now reflects the correct labels and associations.

Video Walkthrough:

https://drive.google.com/file/d/1-zXLcFOTl8_xd8gLz7tMzOcJ6lLFlhQ3/view

Ownership

Technology Manager