Parent - Child Companies & Lifecycle stages --> some are customers and some are not

Smart CRM & Sales Hub CRM
1

We work with many franchise operators and we have to sell to each location individually.

Most of the franchise operators have the same domain name regardless of their location.

When we close-win 1 location, HubSpot is changing all the locations to a customer. This happens when a franchise operator has the same domain name for each location.

We set the Lifecycle stage when the deal is won is toggled off (handling through a closed-won workflow instead).

Admittedly not all franchises are set up as parents/children, is that the best course of action to go here?

The optimal structure for us would be the following:

  • Parent Company = Corporate Head Office
    • lifecycle stage = customer
      • when we have a vendor agreement
  • Child Companies = each individual location or franchise.
    • naming convention Company Name - Location or City
    • lifecycle stage should only = customer when we close win each individual location
    • close-win a location, only the 1 child company lifecycle stage = customer

How are others handling similar situations?

2

Hi @ALevine2,

Thank you for reaching out to the Community!

I wanted to invite our top experts to this conversation - @Dan1, @HubDoPete, @TomM2 - do you have any recommendations for @ALevine2’s use-case? Thank you!

If anyone else has insight for @ALevine2, please feel free to comment in this thread with your thoughts. Thank you :slightly_smiling_face:

Best,

Kristen

3

up. i noticed that when i move the deal of child company to closed won, the parent company also becomes closed won.. and vice versa, how to avoid this?