Multiple Projects or Tagging Contacts in the CRM
Feb 10, 2019 1:31 PM
Hi Hubspot CRM Community,
I'm trying to determine if you can define separate projects within the free CRM offering by either creating a separate grouping of companies and contacts in an explicit way or by tagging companies and contacts to create an implicit project.
We want to manage one project for 100 advertising agencies and the 1,000 contacts we have for them; we want to manage another project for 100 publishers and the 1,000 contacts we have for them.
Can we create one bucket / instance for advertising agencies and another for publishers and separately manage contacts, notes, emails, etc for each of the projects without commingling them?
Thanks in advance for your help!