CRM

MD
Member

Add additional records

SOLVE

Hi,

Please support. I would like to add somewhere a number of products to a company. For example Company A, has the potential of 100 Cars. The 100 cars represent a value. Where and how do I add the field Cars, so I can give this customer 100 cars and the next 20 cars. Later on I would like to count and summarize how many customers I have with how many Cars.

 

Thanks for your support.

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1 Accepted solution
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Add additional records

SOLVE

Hi @MD

 

I recommend you create custom Company property using the number format. You will then be abe to enter the number you want against the Company and create lists using HubSpots understanding of that number format - i.e. a list of companies with >= 200 cars.

 

How to here: How can I create a custom property in HubSpot? 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency

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Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Add additional records

SOLVE

Hi @MD

 

I recommend you create custom Company property using the number format. You will then be abe to enter the number you want against the Company and create lists using HubSpots understanding of that number format - i.e. a list of companies with >= 200 cars.

 

How to here: How can I create a custom property in HubSpot? 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency
0 Upvotes