Possibilities for different teams working with Hubspot with the same leads

[Afd-mark]

Hi,

We have a customer, a company which have more teams, each team has their own product. Those products could be interesting for the same lead. So there could be two teams working with one lead. But some products compete with eachother and then you don't want another team to work with this lead.

Does anybody know how we can manage this (in Deals)?

[Josh · Accepted solution]

Hi @Afd-mark,

That's a tough situation. My best advice would be to create a custom deal property called something like, "Multi-Product" and an additional deal property called "Secondary Owner", which would be your secondary sales rep. This would at least give the reps a heads up that the deal is potentially being worked by another rep and allow them to see who that is. 

It's definitely not a perfect situation, but it could work.

In other cases similar to this, the teams and products were so different that we used a different pipeline for the different business units, but it doesn't sound like there is as much separation between these teams that would consititute a separate pipeline (and deal).