How do I input multiple relationships with our contacts

[SWatkins7]

I'm setting up our charity CRM on Hubspot.   Many of our contacts fulfill multiple relationships with us - they are sponsors, they donate prizes for events, host events,  etc.     This is a one to many relationship (in old IT terms!).  I'm struggling to see how I can set this up.     We need to be able to create reports by these different relationships - eg: if we organise a ball I want to see my sponsors and those that donated a prize in the past, as well as any who attended in the past - 3 different lists.  

Can anyone suggest how I can set this up?

thanks!

[karstenkoehler · Accepted solution]

Hi @SWatkins7,

This would be done with association labels, requiring a Professional subscription: https://knowledge.hubspot.com/object-settings/create-and-use-association-labels

In the free CRM, you're limited to custom fields: https://knowledge.hubspot.com/properties/create-and-edit-properties

You would create a field for each type of relationship and label the record accordingly.

Let me know if you have any follow-up questions!

[SWatkins7]

Karsten - thank you.  I've done that and I can now set up each contact with a multiple relationships as I define them.