CRM

MPospischil
Participante

different invoice recipient

resolver

Hi Everybody,

 

I was wondering if it is possible to get an additional field for a different/secnd invoice recipient? Just another E-Mail adress would be enough.

 

Best regards

Martin

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1 Soluciones aceptada
karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

different invoice recipient

resolver

Hi @MPospischil,

 

Could you be more specific, which part of the Sales Hub are you referring to?

 

If you're referring to a contact record, yes, you can create additional fields that show up in the left contact (or company or deal) record sidebar. If you want another email field, you would choose the property type 'single-line text': https://knowledge.hubspot.com/crm-setup/manage-your-properties

 

Does this answer your question?

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

Beratungstermin mit Karsten vereinbaren

 

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4 Respuestas 4
CTA9
Colaborador

different invoice recipient

resolver

Hi @MPospischil,

 

Yes, it is possible via creating a custom property. Read this to create custom properties.

 

While creating it remember you need to create a "single line text" type property.

 

Thanks

karstenkoehler
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

different invoice recipient

resolver

Hi @MPospischil,

 

Which HubSpot tool are you referring to? HubSpot doesn't have it's own invoicing tool, as far as I know. Could you share a screenshot, if you're unsure?

 

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.

MPospischil
Participante

different invoice recipient

resolver

Hi Karsten, thank you for your reply.

 

I use the SalesHub. Would it be possible to add a second e-mail for a contact or to create a new property?

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karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

different invoice recipient

resolver

Hi @MPospischil,

 

Could you be more specific, which part of the Sales Hub are you referring to?

 

If you're referring to a contact record, yes, you can create additional fields that show up in the left contact (or company or deal) record sidebar. If you want another email field, you would choose the property type 'single-line text': https://knowledge.hubspot.com/crm-setup/manage-your-properties

 

Does this answer your question?

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.