Attaching Searchable Brands, Trading Names etc. to a Company Record

Smart CRM & Sales Hub CRM
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Hi all,

I need a little advice.

We are a B2B business, selling services to product manufacturers and suppliers. We are currently making the move from an internally-built CRM to HubSpot. HubSpot will continue be synced with our internal database.

We want to prevent salespersons from inadvertently approaching current clients, or prospective clients that are ‘owned’ by another salesperson.

In our internal system, before a salesperson can add a new company prospect to the platform, they must search the company’s name in the CRM to ensure it does not already exist. This search also looks through brands associated with companies in the database (these are manually entered, and stored in a freetext ‘Brands’ property attached to the company object in our database).

Many companies in our industry have multiple brands, however our offering is sold per company rather than per brand of that company.

We have a sync between our internal database and HubSpot, and the Brands field is included in this as a custom property, however the only way we have found to search this so far, is by applying an advanced filter on our company list.

@community, Has anyone else also needed to easily search brands associated with companies, and if so, how have you solved this in your business?

@hubspot, is there a ready-made feature or solution that you can recommend to enable us to search brands more simply / custom properties in general?

Thanks,

Alex

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Hi @aevans_bci !

Thanks for reaching out to the Community!

This is a great question. :grinning_face_with_smiling_eyes:

I took a look and see that you have an Enterprise subscription. With Enterprise, you do get access to setting specific custom properties as searchable in the Global Search. With that feature set for your custom freetext ‘Brands’ property, users should be able to enter their search term in the top search bar and find those companies.

Hope that helps!

Best,

Mellissa

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Thanks @melrho! Really appreciate your guidance.

I’ve had a read through the linked article, and just wanted to understand what it means by “users with Account access permissions can also search by custom single-line text, multi-line text, and number properties with Shown in search selected.”
What is meant by Account Access permissions? Ideally we want all our users to be able to search by Brands, but we don’t want everyone to be able to manage Teams/other Users, or change account-level settings. Am I misunderstanding what is meant here?

Thanks!