This is helpful. Thank you.
One thing that just occured to me is to create a company, for example, called “The Smith Household” and then link “John Smith” and “Jane Smith” to the company.
This is particularly challenging because my clients are all financial services, so their clients have joint accounts--a joint investment account--and also individual accounts too--John’s IRA account. I’m in the process of syncing that account information to HubSpot’s CRM but this nuance has presented some difficulty in terms of how to map the data. My thought is that mapping the accounts on the company level will avoid the pitfalls of, for example, how to map a joint investment account to each individual.
Any thoughts?