Hubspotでの契約管理方法についてのご相談になります。
皆様、どのように契約期間を管理しているでしょうか。
2ヶ月、半年、1年の契約など様々あると思うのですが良い管理方法を伺いたいです。
今、検討している選択肢
・商品の棚で作った商品に期間というプロパティがあるのでそれを利用する
This is about how to manage contract period.
There are various contracts that the period is 2months, 6months, one year…
Is there any solution about it?
I’m considering using the property of term(months) on the line-items property.
Hi @NoritomoNishi,
thank you for reaching out to the Community!
I wanted to share these 2 Community articles where @AdamLPW, @Jonno_Price, and @Josh have shared a couple of tips for contract/renewal management in HubSpot:
I hope this helps!
Cheers
Mia, Community Team
Hello, @MiaSrebrnjak
I’m so sorry for the late reply, I watched another language’s community and I couldn’t find your reply.
I really appreciate teaching me those articles.
I will read them!
Thank you so much.
Noritomo
Of course, glad that I could help.
Have a great day
Mia, Community team
Hello @NoritomoNishi - personally I think line items is the best solution here to get accurate reporting on revenue with different contract length. If you can introduce line items and insist that all deals use/have them, this would be the best way to manage things. You could also have a custom “Contract End Date” property on the deal level (and make this required for any deal marked Closed Won) that could then be used in a workflow to trigger renewal related outreach / follow up.
Hope that helps!
Hello, @Jonno_Price
I’m so sorry for the late reply, I watched another language’s community and I couldn’t find your reply.
I really appreciate to teach me how to manage.
I will try to build in line-items and deal property.
Thank you so much.
Noritomo