Greetings,
Cannot find a way to create/manage 3rd party vendor relationship contacts in Sales Hub (Pro). I engage multiple vendors, 3rd party consultants, and other “non-sales” contacts across all operating segments of the company. Is Sales Hub incapable of managing non-sales CRM objects?
Historically, I create companies/contacts in Microsoft 365. I’d like to be able to leverage Sales Hub to gather call, email, and other communications with these vendors. I cannot find any way to add a category like Vendor or Supplier.
What am I missing? I must be missing something.
Thx
Hi @MStreib5,
In Sales Hub Professional, you can create company and contact records for vendors and the likes - you just need to leverage a few other tools that make it easy to determine who you’re dealing with:
- I’d recommend setting up ‘Contact type’ and ‘Company type’ properties, with options for vendors, consultants etc, making it easy for you to identify these contacts.
- HubSpot allows for same object associations so you can associate contacts with contacts and companies with companies, mapping the relationships between vendors and consultants and your actual prospects and clients.
- With association labels, you can give these relationships names: Create and use association labels
If you want vendors, consultants etc to be an entirely separate entity, that would require custom objects, only available in Enterprise subscriptions: Create and edit custom objects
Best regards!
@karstenkoehler you are the quintessential HubSpot human wiki! Thanks. I set up as per your guidance and it works like a charm. Many thanks.