Deal field type, link to Contact
May 8, 2020 4:36 PM
I would like to be able to create a new "Property" where the "Object Type" is for a "Deal".
On this new property, the "Field Type" should be a "Hubspot Contact".
Essentially I'm looking to create a custom property on a deal, which allows me to reference a Contact in our Hubspot account.
The intended use case is as follows. Many of clients or deals originate from an Agent or Introducer. We store the contact details of our Agents/Introducers as a Contact and Company in the same way we would do that for an actual client. When create a Deal for an actual client, I would like to be able to have a field whereby I can tag or reference who the Introducer of that deal was by linking or referencing a Contact.
Can anyone advise if this is possible?