I run a real estate brokerage business. I have real estate investors that buy property. They buy more than one property each year.
In HS, the investors are contacts and the properties are deals. A contacts can have multiple deals, possibly at the same time.
How do I associate a single contact with multple deals. Let me be clear. I want to be able to access a contact record and a list with the name of each deal they are associated with. I want to be able to select the deal and be directed to the deal record.
Can I do this and how do you suggest setting this up in Hubspot.
Contacts can be associated with multiple deals as standard, and all deals that they are associated with will appear on the right hand side of the contact screen - along with links to those deals.
You can create additional deals, or add existing ones to a contact by clicking ‘+add’ in the deals section of the contact screen.
Is it possible to produce an email (or a document) in which contacts and their multiple deals are listed?
For example, the name of the first contact may be followed by a list of say 5 associated deals, the name of the second contact might be followed by a list of 2 deals etc.
I need this kind of output so I can write to my customers and show them the deals they have and ask whether they need to update any details.
I have a question that is directly associated to this topic of contacts with multiple deals: How do I associate multiple deals during import? I did not find a solution for that anywhere.