CRM

AShumway
Member

Deals and Quotes

SOLVE

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" 

 

Any tips? 

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Deals and Quotes

SOLVE

Hi @AShumway,

 

Correct, if you want to track the individual progress of quotes, you would have to create a deal for each.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

3 Replies 3
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Deals and Quotes

SOLVE

Hi @AShumway,

 

Quote creation requires a deal, I'm not aware of a way to work around that.

 

This however sounds like deals are still your best option:

 


@AShumway wrote:

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.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

AShumway
Member

Deals and Quotes

SOLVE
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.
0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Deals and Quotes

SOLVE

Hi @AShumway,

 

Correct, if you want to track the individual progress of quotes, you would have to create a deal for each.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.