Creating deals with multiple contacts or companies

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Vittorio
Member

Many times are more than one contacts or companies involved in a deal. 

 

Is it possible to had multiple contacts when creating the deal?

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Accepted Solutions
Josh
Solution
Recognized Expert | Platinum Partner

Hi @Vittorio,

 

Yes, you can have multiple contacts associated with a deal. In the bottom left of the deal, simply click the add another contact button. As far as multiple companies, I do not know of a way to associate a deal with multiple companies at this time.

 

Hope that helps!




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

View solution in original post

1 Reply 1
Josh
Solution
Recognized Expert | Platinum Partner

Hi @Vittorio,

 

Yes, you can have multiple contacts associated with a deal. In the bottom left of the deal, simply click the add another contact button. As far as multiple companies, I do not know of a way to associate a deal with multiple companies at this time.

 

Hope that helps!




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

View solution in original post