HubSpot Ideas

AChatur

Child Companies

In creating sales Templates, it would be great if the properties from the child companies could also be added to the templates

 

For eg - I have a parent company with child companies and I have to send them their usage report on a monthly basis.  I have the data imported into the properties for each company.

 

To give a summary report to the sponsor I would like to give them the overall summary but also the individual child company usage info.  

 

At this time I would have to open a new window - create the email and then copy the data to the sponsor email.

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