CRM

Mahesh_Thiru
Member

Customer Success manager field in hubspot

SOLVE

Hello, 
I am new to Hubspot and a CRM space. So please dont mind, if the question is too basic. I am trying to find a field which has a value for Customer Success manager in each company, similar to Company Owner. Please let me know if there is a separate field for that.

Regards

Mahesh

0 Upvotes
1 Accepted solution
franksteiner79
Solution
Key Advisor

Customer Success manager field in hubspot

SOLVE
Hi

There is no default property for that in HubSpot. You can however create
your custom property.

If I understand correctly, those customer success managers would be people
from your organisation, correct?

If so, you'd create a custom company property called "Customer Success
Manager" with "HubSpot User" (
https://knowledge.hubspot.com/account/property-field-types-in-hubspot#:~:text=HubSpot%20user%3A,owne...)
as field type. This would allow you to assign internal team members, who
have a HubSpot accounts.

You can then use this role to run automation, notifications, create tasks,
etc.

Hope that helps.
Frank
Found my comment helpful? Great! Please mark it as a solution to help other community users.


Frank Steiner

Marketeer | HubSpot Expert | CRM Consultant

InboundPro

Let's Talk About Your Project

View solution in original post

2 Replies 2
franksteiner79
Solution
Key Advisor

Customer Success manager field in hubspot

SOLVE
Hi

There is no default property for that in HubSpot. You can however create
your custom property.

If I understand correctly, those customer success managers would be people
from your organisation, correct?

If so, you'd create a custom company property called "Customer Success
Manager" with "HubSpot User" (
https://knowledge.hubspot.com/account/property-field-types-in-hubspot#:~:text=HubSpot%20user%3A,owne...)
as field type. This would allow you to assign internal team members, who
have a HubSpot accounts.

You can then use this role to run automation, notifications, create tasks,
etc.

Hope that helps.
Frank
Found my comment helpful? Great! Please mark it as a solution to help other community users.


Frank Steiner

Marketeer | HubSpot Expert | CRM Consultant

InboundPro

Let's Talk About Your Project
Mahesh_Thiru
Member

Customer Success manager field in hubspot

SOLVE

Hello Frank,
Yes, As you said, these people are from my organisation. I will create a custom property then. Thank you.

Mahesh