Multiples Locations, Unique Hubspots Question
2 weeks ago - last edited 2 weeks ago
Hello. I have read other post about multiple locations, but I am still a bit confused. Can someone tell me the best way to go about this?
Our company has 6 dental clinics with different locations. At the moment, we have had a 1 master account for managing patients, but I would like to create individuals ones for each of the locations, and maintain the one we have now as a master.
I want each hubspot to have different paraments than our master one. For instance, when we get a new patient inputed into our MASTER hubspot, we can forward to entry to the correct individual clinic's hubspot. We also would like to have some automation intergration between the master & individual accounts, such as entries being automatically copied, or notifications sent when updates are made.
We would like each of the 6 locations to have their own associated email accounts, records, and logins, independant of our master one.
Most importantly, the 6 locations should not have access to the master.
How do we go about doing this? Thank you for your help!