tracking deals sold through a resellerSOLVE
May 2, 2017 9:28 AM
We have just started to use Hub Spot for tracking business. Our business has agents that need to register opportunities in Hub Spot. We would like to tie all the deals to the agents but still have the individual companies in the deal forecast. Can someone please recommend training material best to help me get the sysytem configure correctly.
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May 25, 2017 8:53 AM - last edited on Feb 20, 2020 5:03 PM by jennysowyrda
Sales opportunities in HubSpot CRM are tracked with deals. When you create a deal, you can associate it to the contacts and/or companies it relates to. There's also a HubSpot Owner property that labels who the deal belongs to. HubSpot Owner contains a dropdown with all of the users in your portal.
If your resellers aren't users in your portal, or if you're looking to have the agency tagged in addition to the user, you might want to create a custom property with all of your resellers in it so you can track that separately. Here's a doc with some information about that:https://knowledge.hubspot.com/contacts/manage-your-properties
I hope that helps. Let me know if you have additional questions.