Hi,
Yes your summary is correct. A campus would be called “Redwood Life” for example and at the campus there are multiple buildings (which is the same as the street address) within each building are units and each unit is occupied by a tenant/company. So it would look like Redwood Life (Campus) --> 202 James Street (Building) --> Suite/Unit 100. Within that unit is a company and sometimes we have the same company that can be a tenant at different campuses our even buildings within a campus. We will not be starting off using HubSpot Sales but may use it in the future as users utilize the program more. This will be used mainly just as a place for users who interact with tenants to keep track of the tenant contact information and track when they speak with the tenatns and the priority of that conversation (was it high/medium/low in urgency or just a routine reach out). The reporting would be for other departments that also talk with tenants to track interactions and everyone can see who has had activity with that tenant. I’m sorry it isnt’ 100% clear, this will be our first CRM for the company so users are not really sure what they want yet until we get into using it. I just want to be sure the data is setup properly at the beginning to allow the most diverse reporting.