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HubSpot Agency Partner Kickoff 2017 Q&A

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Support for territory both for contacts, deals and companies

I need to be able to separate all my operation per sales territory. Contacts needs to be assigned and have a territory field filled out, but I want to carry it over to deals and companies, as well as to be able to report on marketing leads that converted (or not) per territory (could be a group of countries or states).

 

Today I've created a custom field sales territory per contact, but now I can filter it in the deals, so I need to copy it and create deal field as well.