Editing Prospect Company Records in HubSpot

Editing Prospect Company Records in HubSpot

Why You Can’t Edit Prospect Records

• Company records are locked to prevent changes that would conflict with future updates from P21.

• P21 is the source of truth for all established IMS accounts.

What Happens When a Prospect Becomes an IMS Account

• HubSpot automatically identifies duplicates.

• The Prospect record and the new IMS account record will merge.

• The IMS account becomes the primary/master record.

How to Add Updated Information

If you need to capture new details (like an updated address):

• Add a Note on the Prospect Company record.

Why Notes Are Required

• Keeps important information visible to the team.

• Protects data integrity and prevents conflicts with P21.

Quick Summary

• No edits to Prospect Company fields.

• P21 = source of truth.

• Records merge once the account is created in P21.

• Use Notes to capture any updated information.

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FAQ: Why Can’t We Edit a Prospect Company Record in HubSpot?

Can I edit a Prospect Company record?

No — Company records are locked so users don’t change data that will later sync from P21.

Why is it locked?

P21 is the source of truth for established IMS accounts. Anything edited in HubSpot could conflict with future P21 updates.

What happens when the Prospect becomes an IMS account?

HubSpot will merge the Prospect with the new IMS account. The IMS account becomes the primary record.

How do I update an address or new info?

Add a Note on the Prospect Company record.

Why a Note?

It keeps the info visible without breaking our data‑governance rules.