@GenMan in that case, I would really recommend using the ‘Listing’ object in the data model and renaming it into ‘Installation’. HubSpot Login and Sign in
Wherever you have actual companies, you would associate the company record with the listing(s).
@GenMan wrote:
Long term, we want to know the information of that equipment for service agreement tracking, expired warranties, etc. so we can market properly to upsell service agreements, extended warranties and other items.
There is also a Services object, which you could then use. I’d really recommend checking out the available objects in the data model, but generally here’s what I’d do:
- Use contact records for B2C customers or contact persons in the rare B2B cases
- Use company records for B2B customers, associate those with the B2B contacts, too, of course
- Enable Listings object, rename it to Address, associate it with contact and/or company
- Enable services object, associate it with Address, Contact and/or Company to keep track of service contracts