Establish Standard Library, used with multiple clients

[KSturgeon]

Hello, we have a dozen common deals that are used for new prospects. Can I set-up a library of deals to select from and assign to various clients? Versus re-creating?  Thank you.

[karstenkoehler · Accepted solution]

Hi @KSturgeon,

Are you referring to prospects being interested in the same set of products? This is possible in HubSpot, unfortunately you need a Sales Hub Professional and Enterprise license for that: https://knowledge.hubspot.com/deals/how-do-i-use-products

You can find Sales Hub pricing here: https://www.hubspot.com/pricing/sales?term=annual&edition=starter

(I'm not aware of any workarounds in Sales Hub Starter.)

Best regards!