CRM

jonathon4
Member

Vendor problem

SOLVE

Is there a way to make a Vendor contact sharable with all the members of our Sales team?  We would like to be able to attach a Vendor to a Deal but it appears that Hubspot only allows one Owner per contact. 

Thanks.

0 Upvotes
1 Accepted solution
Drew_Cohen
Solution
Top Contributor

Vendor problem

SOLVE

This sounds like a use case for Hubspot custom objects. For example, a custom object could be created for "Vendors", which could then show up in the sidebar of any deals. Then, on each deal, you could attach an associated vendor. On the vendor record, you could have a series of properties that dive into detail about the specific vendor itself.

 

https://knowledge.hubspot.com/crm-setup/use-custom-objects

View solution in original post

1 Reply 1
Drew_Cohen
Solution
Top Contributor

Vendor problem

SOLVE

This sounds like a use case for Hubspot custom objects. For example, a custom object could be created for "Vendors", which could then show up in the sidebar of any deals. Then, on each deal, you could attach an associated vendor. On the vendor record, you could have a series of properties that dive into detail about the specific vendor itself.

 

https://knowledge.hubspot.com/crm-setup/use-custom-objects