--- title: What to Do if a PSClient Contact Is Not Assigned to You in HubSpot description: This article explains what a Sales Manager should do when they see a buyer record in PSClient, but the matching HubSpot Sales Opportunity is not assigned to them. --- [Skip to content](https://hubspot.claytonpropertiesgroup.com/knowledge-base/what-to-do-if-a-psclient-contact-is-not-assigned-to-you-in-hubspot#main-content) ![Clayton\_HubSpot\_Services\_Navy\_Logo\_RGB](https://hubspot.claytonpropertiesgroup.com/hs-fs/hubfs/Clayton_HubSpot_Services_Navy_Logo_RGB.png?width=200&height=107&name=Clayton_HubSpot_Services_Navy_Logo_RGB.png) Open main navigation Close main navigation - [Submit a HubSpot Help Request](https://hubspot.claytonpropertiesgroup.com/service-request) [Submit a HubSpot Help Request](https://hubspot.claytonpropertiesgroup.com/service-request?hsLang=en) How can we help you? - There are no suggestions because the search field is empty. 1. [CPG HubSpot Knowledge Base](https://hubspot.claytonpropertiesgroup.com/knowledge-base?hsLang=en) 2. [HubSpot](https://hubspot.claytonpropertiesgroup.com/knowledge-base/hubspot?hsLang=en) 3. [Highland Homes](https://hubspot.claytonpropertiesgroup.com/knowledge-base/hubspot?hsLang=en#highland-homes) October 1, 2026 # What to Do if a PSClient Contact Is Not Assigned to You in HubSpot ## Use this process when a PSClient contact either does not have a HubSpot Sales Opportunity in your name, or has an existing HubSpot Sales Opportunity assigned to someone else. ## How to Create a New HubSpot Sales Opportunity for an Existing Contact If a contact already exists in both PSClient and HubSpot but the existing Sales Opportunity is assigned to someone else, you must create a new Sales Opportunity under your own name. Do not duplicate the contact record in either system — use the existing contact and associate your new opportunity to it. ### What This Means If a contact record already exists in PSClient but the HubSpot Sales Opportunity is assigned to someone else, working from that opportunity will cause tracking issues for both of you. Creating a new HubSpot Sales Opportunity under your own name keeps your pipeline accurate and makes sure your sales process reflects your work correctly.   --- ## When Should You Use This Process? - The contact already exists in PSClient - The contact already exists in HubSpot - There is an existing HubSpot Sales Opportunity assigned to someone else - You need to create a Sales Opportunity for yourself ### Use the Existing Contact Record The buyer already has a contact record in both PSClient and HubSpot, so there is no need to create a new one in either system. Work from the **existing HubSpot contact record** to keep your data clean and avoid duplicates. #### Required Actions Create a new Sales Opportunity in HubSpot under your name. The new Sales Opportunity should be associated with the existing HubSpot contact. **Do not work from another person’s Sales Opportunity.** --- ## Step 1: Search for the Contact in HubSpot Search for the buyer in HubSpot before creating anything new. Use the buyer’s email address first. The email address is the unique identifier, so the email address in HubSpot should match the email address in PSClient. You can also search by: • Buyer first and last name • Phone number • Community --- ##### Step 2: Create a New Sales Opportunity From the existing HubSpot contact record, create a new Sales Opportunity. In the right hand column, find the **Opportunities (Deals)** section. Click **+ Add**.   ![](https://info.bimaire.com/hs-fs/hubfs/image-png-Jun-04-2026-07-36-52-6550-PM.png?width=565&height=401&name=image-png-Jun-04-2026-07-36-52-6550-PM.png) --- #### Step 3: Enter the Opportunity Information Fill out the required opportunity details. You do not need to manually set the deal name. The system will automatically rename the opportunity using this format: **Last name, First name of buyer | Community** The new opportunity should be created under your name. This allows you to track and manage your own opportunities in HubSpot.   **![](https://info.bimaire.com/hs-fs/hubfs/image-png-Jun-04-2026-07-37-59-4103-PM.png?width=670&height=1274&name=image-png-Jun-04-2026-07-37-59-4103-PM.png)** --- #### Step 4: Set the Association Label Before saving, make sure the correct **Association label** is selected. The Association label identifies the contact’s relationship to the Sales Opportunity, such as buyer, co buyer, or another applicable role.   ![](https://info.bimaire.com/hs-fs/hubfs/image-png-Jun-04-2026-08-27-20-4002-PM.png?width=832&height=554&name=image-png-Jun-04-2026-08-27-20-4002-PM.png) --- #### Step 5: Save the Opportunity Review the information, then save the new Sales Opportunity. Once saved, the opportunity will be associated with the existing contact record.   - [HubSpot](https://hubspot.claytonpropertiesgroup.com/knowledge-base/hubspot?hsLang=en#main-content) - [Sales](https://hubspot.claytonpropertiesgroup.com/knowledge-base/hubspot?hsLang=en#sales) - [OSC/eLead Teams](https://hubspot.claytonpropertiesgroup.com/knowledge-base/hubspot?hsLang=en#osc-elead-teams) - [Highland Homes](https://hubspot.claytonpropertiesgroup.com/knowledge-base/hubspot?hsLang=en#highland-homes) - [Harris Doyle Homes](https://hubspot.claytonpropertiesgroup.com/knowledge-base/hubspot?hsLang=en#harris-doyle-homes) [![Clayton\_HubSpot\_Services\_Navy\_Logo\_RGB](https://hubspot.claytonpropertiesgroup.com/hs-fs/hubfs/Clayton_HubSpot_Services_Navy_Logo_RGB.png?width=150&height=80&name=Clayton_HubSpot_Services_Navy_Logo_RGB.png "Clayton_HubSpot_Services_Navy_Logo_RGB")](https://hubspot.claytonpropertiesgroup.com?hsLang=en) Copyright © 2026, Clayton HubSpot Services