CRM

TMacGinnis
Member

Clients with Multiple Subscription Dates

SOLVE

Hi Team,

 

We are a software company, historically we have only sold one product to our clients with a set number of licences and subscription dates.

We are looking to launch a few more products in the coming months. The new products will mean that our clients will likely have 'Sub-Clients' and multiple subscription end dates, there will potentially be 30 Subscription end dates for a client. 

 

What would be the best way to store and report on these clients?

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Clients with Multiple Subscription Dates

SOLVE

Hi @TMacGinnis,

 

This is a common use case for custom objects: https://knowledge.hubspot.com/object-settings/create-custom-objects

 

By using a custom object, each subscription would have its own record and could be associated to a client. That way, subscriptions aren't "flattened" on the company object into one or multiple date fields.

 

Have a look and let me know if you have follow-up questions!

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Clients with Multiple Subscription Dates

SOLVE

Hi @TMacGinnis,

 

This is a common use case for custom objects: https://knowledge.hubspot.com/object-settings/create-custom-objects

 

By using a custom object, each subscription would have its own record and could be associated to a client. That way, subscriptions aren't "flattened" on the company object into one or multiple date fields.

 

Have a look and let me know if you have follow-up questions!

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

0 Upvotes