Establish Standard Library, used with multiple clients

SOLVE
KSturgeon
Member

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.

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Accepted Solutions
karstenkoehler
Solution
Most Valuable Member

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!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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karstenkoehler
Solution
Most Valuable Member

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!

Karsten Köhler
Freelance Digital Marketing Advisor

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