May 30, 20237:40 AM - edited May 30, 20237:44 AM
Participant
manage multiple (bank-like) accounts for a single client
SOLVE
We serve both people (contacts) and businesses (companies): let's call them clients.
A client can have more than one "account": as if we were a bank, the same client can have multiple "accounts", can have a joined "account" with one o more other clients, etc.
Deals refer to a single "account" and there is no problem in the deal being associated to a single client: even in the case of a joint account only a single client has been part of the deal.
How could we define/manage the "account" entity?
How could we associate multiple "accounts" to the same client?
How could we associate multiple clients to the same "account"?
With a paid Sales Hub subscription, you'd have multiple pipelines and could simply create a separate pipeline for these account deals, yes. Just keep in mind that deals can't be associated with deals.
Best regards
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
With a paid Sales Hub subscription, you'd have multiple pipelines and could simply create a separate pipeline for these account deals, yes. Just keep in mind that deals can't be associated with deals.
Best regards
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Deals can be associated to multiple companies and multiple contacts – if generally using deals is an option for you, this would be the simplest way to go about it.
Alternatively the ticket object behaves the same way and can be associated to multiple contacts, companies, and deals.
If neither deal nor ticket seem suitable and you need a separate object in HubSpot, then this would require an Enterprise subscription. It allows you to create a custom object which you could call 'Account' and define how it's related to companies and contacts: https://knowledge.hubspot.com/crm-setup/use-custom-objects
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer