I am hoping someone can assist! We are currently using Hubspot with the same reoccuring organizations booking however for different events. Is there a way that we can use the "Deal" as the organization/ company and in turn add additional "quotes" to that organization?
The only downside that I have been able to find is not being able to keep track of where each quote is in the booking journey as easily as we can the "Deal"
We are currently using Hubspot with the same reoccuring organizations booking however for different events.
Why would you want to use the company record instead of the deal record? If companies come back to you to book for different events, from a first glance, a company being interested in an event should tracked in a deal.
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Yes I am understanding that a quote requires a deal.. possibly didn't word it correctly.
If i have a company for example Amazon who has events with us frequently. I would like to be able to put Amazon as the Deal and then all of their events under that deal as Quotes. There just is not a good way to track where that quote is in its process line as there is with deals.
I was hoping to be able to organize the deals with the same organization. If this is not possible then I understand having to continue to put them as deals.