Grouping Accounts with Affiliation

KellyKM
Participant

Hi!
  In our work of segmentation, we have realized an important piece of customer information is their affiliation in a cooperative program relevant to how they operate their business and how they work with us because of the association. I am brainstorming and gathering ideas.  It isn't quite right for Parent/Child relationships, as we use that for that exact data. 

 

Has anyone built properties for something like this? I'd love to connect on this topic. Please be in touch.

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1 Reply 1
Mike_Eastwood
Key Advisor | Gold Partner

Hi Kely

 

We're currently building a referral system in HubSpot - there may be an opportunity to share ideas?

 

Feel free to contact me directly via private message if you'd like to catch up on Zoom?

 

Cheers

Mike