Hello, we have a dozen common deals that are used for new prospects. Can I set-up a library of deals to select from and assign to various clients? Versus re-creating? Thank you.
Hi @KSturgeon,
Are you referring to prospects being interested in the same set of products? This is possible in HubSpot, unfortunately you need a Sales Hub Professional and Enterprise license for that: Create and manage products
You can find Sales Hub pricing here: Sales Software Pricing | HubSpot
(I’m not aware of any workarounds in Sales Hub Starter.)
Best regards!