Hi there,
We often submit on projects to multiple companies within the same deal, meaning we often have several companies applied to the same deal tile.
When we win a project with one company in a deal tile, we want to be able to note this while also noting which companies we applied to and “lost” the bid to. Is this possible?
Thanks!
Hi @LWanhella
The first thing that comes to mind are association labels. Without knowing the full details of your process something simple as:
- Marking all companies as “Applied” until the deal is closed
- Marking the successful company as “Selected”
Frank
Hi @LWanhella,
You can manage this scenario effectively in HubSpot. Here’s how:
- Associate Multiple Companies with a Deal: In HubSpot, you can associate multiple companies with a single deal. This allows you to track which companies were involved in the deal and their respective statuses.
- Update Deal Status: When you win a project with one company, you can update the deal’s status accordingly. You can also use the deal’s notes or properties to record which companies were involved and their outcomes (e.g., won or lost the bid).
