I am hoping someone can assist! We are currently using Hubspot with the same reoccuring organizations booking however for different events. Is there a way that we can use the “Deal” as the organization/ company and in turn add additional “quotes” to that organization?
The only downside that I have been able to find is not being able to keep track of where each quote is in the booking journey as easily as we can the “Deal”
Any tips?
Hi @AShumway,
Quote creation requires a deal, I’m not aware of a way to work around that.
This however sounds like deals are still your best option:
@AShumway wrote:
We are currently using Hubspot with the same reoccuring organizations booking however for different events.
Why would you want to use the company record instead of the deal record? If companies come back to you to book for different events, from a first glance, a company being interested in an event should tracked in a deal.
Best regards
Yes I am understanding that a quote requires a deal.. possibly didn’t word
it correctly.
If i have a company for example Amazon who has events with us frequently. I
would like to be able to put Amazon as the Deal and then all of their
events under that deal as Quotes. There just is not a good way to track
where that quote is in its process line as there is with deals.
I was hoping to be able to organize the deals with the same organization.
If this is not possible then I understand having to continue to put them as
deals.
Hi @AShumway,
Correct, if you want to track the individual progress of quotes, you would have to create a deal for each.
Best regards!
Is there any relationship between a deal marked closed won and quote? How can I make sure the quote matches the deal when it is marked closed won? Is there a relationship between the deal and the quote. It seems like there should be a means of locking the deal from being changed with an active quote or vice versa? We use deals now and before using quotes are just trying to map how it will work and pros / cons