CRM

TTrans
Participant

Partner / Customer relationship

SOLVE

I need a feature similar to the Parent / Child relationship.

The purpose is to easily relate our partners and their customers, so we can de which Customers is "owned" by which partner and ect.

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Partner / Customer relationship

SOLVE

Hi @TTrans,

 

It looks like you're on an Enterprise subscription. If you are, you could create a custom object for partners: https://knowledge.hubspot.com/crm-setup/use-custom-objects

 

With partners as a custom object, you could associate records of that object with customer companies and with partner contacts, for example.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Partner / Customer relationship

SOLVE

Hi @TTrans,

 

It looks like you're on an Enterprise subscription. If you are, you could create a custom object for partners: https://knowledge.hubspot.com/crm-setup/use-custom-objects

 

With partners as a custom object, you could associate records of that object with customer companies and with partner contacts, for example.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.