Custom field of a lookup type

[AZlotko]

Hello Community,

Here is the task:

I want to assign a company's partner who is responsible for a deal.

A deal owner will be my partner manager, but physically a partner works with a customer.

I want to display in the deal record which of my partners is working on a particular deal.

Partners, as organizations, are kept in the Companies section.

I thought I could add a custom field 'Partner' to a deal object and be able to select a partner, similar to how associations are used when creating a deal for a company or a contact.

So, each deal should have two associations: Company 1 (the potential customer) and Company 2 (our partner who works with this customer).

How can this be done?

Just linking more companies to a deal can solve the task partially.

I want to be able to filter all deals a certain partner is working on.

I would appreciate your help.

[karstenkoehler · Accepted solution]

Hi @AZlotko,

HubSpot does not have lookup fields – if you want a field with a selection, you would have to maintain this manually at this point.

The correct way to go (and what I would consider best practice) are indeed associations. Specifically, with the addition of association labels: https://knowledge.hubspot.com/object-settings/create-and-use-association-labels

That way you can specify that a relationship between two records has a label (e.g. "Partner"). You can then build lists, reports, workflows etc based on this label.

This is limited to Professional and Enterprise subscriptions. In the free CRM and Starter subscriptions this is not possible and you would have to manually maintain a custom property.

Let me know if you have any follow-up questions!

[AZlotko]

Thanks Karsten.

This sounds like a viable solution (using a label).