Partners

[KZimmerman6]

Hi all

This is my second week usuing hubspot after usuing Salesforce for 7 years. At my new company I need to accomplish a couple things. 

1. How do I create a partner tag on accounts in Hubspot? Currently it shows only the customer. We are a small company so we know every deal but as we scale it will be an issue.

2. Which partner portal is best? We need to start forecasting better and have a better experience for our partners than just spreadsheets. Also, as partners battle we need to set up a proper deal registration process trhough a portal. We would like to track deals along with them. 

Thanks for your help.

[karstenkoehler · Accepted solution]

Hi @KZimmerman6,

I'd recommend checking the HubSpot app marketplace for this: https://ecosystem.hubspot.com/marketplace/apps/sales/partner-relationship-management

Checkout rocketPRM especially.

Depending on which one you end up using, that'll also affect the answer to question one.

Until then, if you just want a flag on the company record that a company is a partner, a custom property would be the easiest solution. https://knowledge.hubspot.com/crm-setup/manage-your-properties

You might also find this interesting: https://community.hubspot.com/t5/CRM/Associate-Company-with-a-Company/td-p/612214

Best regards!