Right now we use an excel document to track reference requests that we solicit from our clients. I am looking for a way to move out of excel and document this in HubSpot.
Hi @JHolthouse,
You could create a ticket pipeline for reference requests: Set up and manage object pipelines
(Alternatively, in an Enterprise setting subscription, you could create a custom object.)
Each reference request could the through different request statuses. It could also be associated to the customer (company) record and easily accessible.
Let me know if that sounds like a solution and if you have any follow up questions!