topic Hubspot Starter- Separating Sales and Marketing Contacts from Service in Tips, Tricks & Best Practices

Hubspot Starter- Separating Sales and Marketing Contacts from Service

JDalton1 — Mon, 19 Jul 2021 11:21:12 GMT

We recently upgraded from the free version to Hubspot Starter- Which gives us access to Service Hub-

We were initially running two seperate Hubspot accounts, one for sales and related activities and one for service.

At the moment, we are runnning our service out of the starter account-

The Problem:

We currently have 700+ active clients, for which we need to keep track of service history/technician visits etc.

The contacts property requirements etc here are totally different to what we require from our Sales/Marketing Properties.

I.E we have hardware installation dates etc at forefront of our contacts used for service.

For Sales/Marketing- It's the usuals-

Is there a way we can retain our service properties layout and optimise our sales/marketing contact properties seperately?

Additionally, we would use the ticket function for service- but our techinicians are in the field and it's not supported by the iOS app- is there any sign of this being developed?

Re: Hubspot Starter- Separating Sales and Marketing Contacts from Service

karstenkoehler — Mon, 19 Jul 2021 11:34:03 GMT

Hi @JDalton1,

Customized contact record sidebars (with specific properties) are unfortunately only available in Enterprise, not in Starter: https://knowledge.hubspot.com/crm-setup/customize-record-sidebars#personalize-record-sidebars-for-specific-teams-enterprise-only (I'm not aware of any workarounds for Starter subscriptions.)

Regarding the iOS app, there is already a corresponding request in the HubSpot Ideas section of the community. As of August 2020, the product team is working on a beta for bringing Tickets to Android. You can find more information under the above link.

Best regards!

Re: Hubspot Starter- Separating Sales and Marketing Contacts from Service

LMersr — Tue, 21 Sep 2021 10:46:01 GMT

Yes the guidance in the reply is very useful I was also looking for the same process to apply in my project here and this guide helped me to separate the sales and marketing contacts...