Company - Referred by PropertySOLVE
a week ago
I have a list of partners in my CRM that often refer business to me. I am looking for a way to identify the partner that referred a new company to me and am trying to solve how to do this in a consistent and scalable way (not just a short text property)
Is there a way to have a property called "Referred By" which links to an active list or allows me to define the list based on other company properties? This would ensure the consistency of the information getting captured into the CRM.
I have a HubSpot property - Company Type. If Company Type is Partner then the drop-down options would a list of all the companies with "Company Type" = "Partner"
Is there any custom development that people have done to complete this use case?
Solved! Go to Solution.