We currently have sales leads and investor contacts in Hubspot and wondering whether anyone has suggestions for better investor contact management? There are investor-specific pipelines in deal stage, and I was hoping to create a workflow and lifecycles specific for investors to define each stage. Any suggestions/experience you can share would be much appreciated!
@H4C You should leverage association labels for these types of relationships. Association labels allow you to define the relationship of one object to another with a term giving further clarity into the nature of the association.
So in your workflows, instead of a Contact associated to any Deal it would read:
