We report on joint sales calls with our manufacturer reps. We need to associate a customer contact with a manufacturer contact to our meeting. How do you suggest we do that?
Once you've defined these labels (either for companies or for deals), you can reference them in custom reports. (This feature has been added recently.) In other words, you could then create a custom report on sales activities ( = meetings) and contacts who have the label "Manufacturer" for certain companies / deals.
Since this requires custom reports, it's only possible in Professional subscriptions. In the free CRM or in Starter subscriptions, it can't be done.
Let me know if you have any follow-up questions!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Once you've defined these labels (either for companies or for deals), you can reference them in custom reports. (This feature has been added recently.) In other words, you could then create a custom report on sales activities ( = meetings) and contacts who have the label "Manufacturer" for certain companies / deals.
Since this requires custom reports, it's only possible in Professional subscriptions. In the free CRM or in Starter subscriptions, it can't be done.
Let me know if you have any follow-up questions!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer