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NoritomoNishi
Participant

契約期間の管理方法 How to manage contract duration

Résolue

 

Hubspotでの契約管理方法についてのご相談になります。

 

皆様、どのように契約期間を管理しているでしょうか。

2ヶ月、半年、1年の契約など様々あると思うのですが良い管理方法を伺いたいです。

 

今、検討している選択肢

・商品の棚で作った商品に期間というプロパティがあるのでそれを利用する

 

This is about how to manage contract period.

 

There are various contracts that the period is 2months, 6months, one year...

 

Is there any solution about it?

I'm considering using the property of term(months) on the line-items property.

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1 Solution acceptée
Jonno_Price
Solution
Guide | Partenaire solutions Platinum
Guide | Partenaire solutions Platinum

契約期間の管理方法 How to manage contract duration

Résolue

Hello @NoritomoNishi - personally I think line items is the best solution here to get accurate reporting on revenue with different contract length. If you can introduce line items and insist that all deals use/have them, this would be the best way to manage things. You could also have a custom "Contract End Date" property on the deal level (and make this required for any deal marked Closed Won) that could then be used in a workflow to trigger renewal related outreach / follow up. 

Hope that helps!


Jonno Price
Growth London Ltd.
Platinum Hubspot Solutions Partner

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Jonno_Price
Solution
Guide | Partenaire solutions Platinum
Guide | Partenaire solutions Platinum

契約期間の管理方法 How to manage contract duration

Résolue

Hello @NoritomoNishi - personally I think line items is the best solution here to get accurate reporting on revenue with different contract length. If you can introduce line items and insist that all deals use/have them, this would be the best way to manage things. You could also have a custom "Contract End Date" property on the deal level (and make this required for any deal marked Closed Won) that could then be used in a workflow to trigger renewal related outreach / follow up. 

Hope that helps!


Jonno Price
Growth London Ltd.
Platinum Hubspot Solutions Partner

Did my post help answer your query? Please help the community by marking it as a solution.

NoritomoNishi
Participant

契約期間の管理方法 How to manage contract duration

Résolue

Hello, @Jonno_Price 

 

I'm so sorry for the late reply, I watched another language's community and I couldn't find your reply.

 

I really appreciate to teach me how to manage.

I will try to build in line-items and deal property.

 

Thank you so much.

 

Noritomo

MiaSrebrnjak
Gestionnaire de communauté
Gestionnaire de communauté

契約期間の管理方法 How to manage contract duration

Résolue

Hi @NoritomoNishi,

 

thank you for reaching out to the Community! 

 

I wanted to share these 2 Community articles where @AdamLPW@Jonno_Price, and @Josh have shared a couple of tips for contract/renewal management in HubSpot: 

 

I hope this helps! 

 

Cheers
Mia, Community Team




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NoritomoNishi
Participant

契約期間の管理方法 How to manage contract duration

Résolue

Hello, @MiaSrebrnjak 

 

I'm so sorry for the late reply, I watched another language's community and I couldn't find your reply.

 

I really appreciate teaching me those articles.

I will read them!

 

Thank you so much.

 

Noritomo

MiaSrebrnjak
Gestionnaire de communauté
Gestionnaire de communauté

契約期間の管理方法 How to manage contract duration

Résolue

Of course, glad that I could help. 

 

Have a great day

Mia, Community team 




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