Tracking offer/sales of multiple productsSOLVE
Jan 24, 2017 3:03 AM
I am using the free version of HubSpot CRM.
I was able to create a drop down for multiple services that we offer in the Deals.
But the deal section allows only a total deal value to be assigned.
We also want to track the value of leads that we generate for individual services and the order won/lost value for individual services.
Any ideas on how we can set this up?
Solved! Go to Solution.
Feb 6, 2017 8:53 PM
I found a workaround to this issue. I have created different fields in deals such as SEO, FB, Content etc and then assign values to each for them as per the particular offering in that deal.
So if I want to see how many deals I have with SEO, I simply use the filter 'SEO value is known' and it shows me all those deals.
Of course, there is no way to sum all the SEO deals but its fine...at least I am able to capture the value individually for the services that we offer.
Thanks everyone for all the help.