CRM

KSturgeon
Member

Establish Standard Library, used with multiple clients

SOLVE

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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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Establish Standard Library, used with multiple clients

SOLVE

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
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.

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Establish Standard Library, used with multiple clients

SOLVE

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
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.