CRM

melanie_b
Mitglied

Different types of customers

lösung

Hi there

 

I've just started using HubSpot CRM, having previously only used Google contacts for sales and for existing customer data.

 

We have three different software products and I'd like to tag and filter customers by the product they use.  I can't seem to find a way to do that easily, how can it be done?

 

I'm dealing with that issue with prospects by having three 'deals' pipelines - one for each product. Any ideas on how to do it with existing customers?

 

thanks

 

Mel

1 Akzeptierte Lösung
melanie_b
Lösung
Mitglied

Different types of customers

lösung

I solved it myself by adding a multi-select property called 'product' into the company properties in 'settings'. 

Lösung in ursprünglichem Beitrag anzeigen

0 Upvotes
3 Antworten
melanie_b
Mitglied

Different types of customers

lösung

Does anyone have any ideas on this?

 

thanks

0 Upvotes
melanie_b
Lösung
Mitglied

Different types of customers

lösung

I solved it myself by adding a multi-select property called 'product' into the company properties in 'settings'. 

0 Upvotes
jennysowyrda
Community-Manager/-in
Community-Manager/-in

Different types of customers

lösung

Hi @melanie_b,

 

I am glad you were able to resolve this matter, and thank you for sharing how you resolved the issue! 

 

Jenny

0 Upvotes