topic Client and partner in the same deal in Tips, Tricks & Best Practices

Client and partner in the same deal

CMeza5 — Wed, 05 Feb 2025 23:47:25 GMT

Hi Community,

Our company does sales through agency partners. I want to be able to associate a deal with both the client (company) and with the agency partner. I also want to be able to pull a report and see pipeline/revenue per agency partner.

I'm not sure how to do this.

Any help is appreciated.

Re: Client and partner in the same deal

karstenkoehler — Thu, 06 Feb 2025 05:04:21 GMT

Hi @CMeza5,

The easiest way to solve this would be through association labels: https://knowledge.hubspot.com/object-settings/create-and-use-association-labels

You would create such labels for clients and agency partners and apply the labels to the deals/companies accordingly.

Once you have this label, you can create reports in the custom report builder and filter your report by this association label when you pick the data sources.

Best regards!

Re: Client and partner in the same deal

Lucila-Andimol — Fri, 07 Feb 2025 09:59:39 GMT

Hi @CMeza5

I'd agree that using labels is the best way that you can identify and associate 2 contacts or 2 companies into a same deal and then being able to report over this.

Once you implement labels at a contact and at a deal level

you can use them either as a view of your pipeline

and for reporting.

You can filter your associations level when your are setting up your reports here

Hope this helps

Re: Client and partner in the same deal

CMeza5 — Fri, 07 Feb 2025 16:45:14 GMT

Thank you!