One domain name 5 companiesSOLVE
Jun 21, 2018 9:10 AM
Thank you for your help.
I am an outside salesperson. I call on 5 locally owned companies but they all use one company name. The example is AmeriGas is the company, but each location is locally owned and purchase different items. They have different people and a different address. They also pay differently.
How do I track them?
On the mobile app, how do I use a different address?
Thank you again for your help
Solved! Go to Solution.
Jun 21, 2018 9:57 AM
I think what you may have to do is use a custom property to identify which "location" is which. You can then use that custom property in a variety of ways, but I think the best use will be through filters. If you're using a pro version of HubSpot, you'll also be able to use a property for smart lists.
The specific scenario may be a bit more complext than I'm understanding, but if you'd want to get into some more discussion about this, I am happy to help!
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HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer
Jun 21, 2018 10:27 AM - edited Oct 18, 2019 4:33 PM
Q: How do I track multiple companies with the same domain name, but which are separately owned and operated?
Short A: Enter them as separate Companies in HubSpot.
You may want to just add each location as a separate company using the same COMPANY NAME, but a dummy domain name since all contacts will have varying email domains. That way, you can associate contacts with the separate "locally owned" entities with no regard for the main Company.
Because each is a separate Company, each will have its own physical address and additional details.
You'll also be able to track revenue to each entity separately (as needed).
While the names 'Parent Company' and 'Child Company' sound nice in HubSpot, once you read the limitations of this model it becomes less useful in HubSpot (and even Salesforce).
- see How do I add a parent or child company to an existing company record?