Assign several companies to a single dealSOLVE
Apr 14, 2021 12:25 AM
We work as a personal real state agency assesor/comparator, in our workflow each client (deal) is offered at least 4 agencies (out of hundreds, filed as companies) to work with. We call and evaluate those selected companies and finally our client (Deal) decides who is he selling with.
I´m well aware of HubSpot philosophy of 1 company per deal. Quite a pain for us
To skip this we were adviced to create 4 new custom Deal Properties (Agency 1, Agency 2 etc), each one as a dropdown menu linked to our companies list but I can´t find a way to link a custom property to the updated companies live list.
Any idea, tip or piece of advice about how to set a single Deal needing association with several companies? would be really really appreciated.
I have learned a lot thanks to this amazing comunity,
Thanks a lot
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Apr 14, 2021 12:33 AM
The advice you received might have been communicated in a misleading way or misunderstood. As far as I know, there is no way to automatically synchronize the dropdown options of a custom property with a company list. It would be nice if that was possible, but I don't think it is. Creating and maintaining dropdown options for hundreds of companies manually would not be feasible. Instead of dropdown properties, I'd recommend working with single-line text properties instead. Still not ideal and a bit more prone to error, but manageable and searchable via deal filters.
Another option would be a pinned note at the top of your deal record. This could be easily accessed but wouldn't allow you to search properties for certain agencies: https://knowledge.hubspot.com/contacts/pin-a-note-in-a-record
It's not helpful now but this feature is slowly coming our way: https://knowledge.hubspot.com/crm-setup/associate-multiple-companies-with-a-contact (For contacts first but hopefully for other records as well.)
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Apr 15, 2021 12:29 AM
Hi @LMA hope you are doing well...
If you have an enterprise account this might be a use case for having a custom objects
and to be able to associate it with deals (as you do today with contacts)
Perhaps this is another possibility for you...
hope this helps...