CRM

SZinken
Participant

Showing deal information on associated company record: Sales to CS Handoff

SOLVE

Hello!
I'm in charge of our CS team and am trying to use Hubspot as much as we can, streamlined with the sales team.  Our sales team uses the deal pipeline and has products set up.  I can see the products on the deal record, but once the prospect converts to a customer, I want this information to show on the company record.  Is this possible right now and if not how do other companies handle this (seeing product information/pricing at the company record level)?  Thanks!
Stacy

0 Upvotes
1 Accepted solution
Dan1
Solution
Top Contributor

Showing deal information on associated company record: Sales to CS Handoff

SOLVE

Hi @SZinken

 

We have a couple of video's we have shared detailing how we track renewals inside of HubSpot. Hopefully this helps you. 

 

 

All the best ,  

 

Dan Currin 

 

Co-Founder 

 

OrgChartHub 

GeoMapper 

 

OrgChartHub & GeoMapper named in the Top 30 HubSpot Apps 

Dan1_0-1638890131977.png

 

 

View solution in original post

4 Replies 4
webdew
Guide | Diamond Partner
Guide | Diamond Partner

Showing deal information on associated company record: Sales to CS Handoff

SOLVE

Hi @SZinken ,
Unfortunately not possible to see product details on company or contact recird. You can see them only on the deal record because a line item can only be associated with deals but not any other record. Check SS:

Deal record

webdew_0-1638857790661.png


Company Record:

webdew_1-1638858065267.png

 

Hope this helps!
If we were able to answer your query, kindly help the community by marking it as a solution.
Thanks and Regards.

0 Upvotes
SZinken
Participant

Showing deal information on associated company record: Sales to CS Handoff

SOLVE

Thanks. I'm curious how other companies handle this in terms of tracking subscription values, products, etc at the company level once they become clients.  Does anybody have experience with this?

 

0 Upvotes
Dan1
Solution
Top Contributor

Showing deal information on associated company record: Sales to CS Handoff

SOLVE

Hi @SZinken

 

We have a couple of video's we have shared detailing how we track renewals inside of HubSpot. Hopefully this helps you. 

 

 

All the best ,  

 

Dan Currin 

 

Co-Founder 

 

OrgChartHub 

GeoMapper 

 

OrgChartHub & GeoMapper named in the Top 30 HubSpot Apps 

Dan1_0-1638890131977.png

 

 

SZinken
Participant

Showing deal information on associated company record: Sales to CS Handoff

SOLVE

This is super helpful, thanks!

0 Upvotes