Viewing existing clients trading history via the HubSpot Company record
Nov 2, 2018 4:04 AM
We are migrating away from SFDC to HubSpot. What I am trying to understand is how a sales rep would now be able to access and view an existing clients pas trading history. Our business is such that clients do now have contracts but book our services as and when they need them. So once they have an account set up then they book us and are then invoiced at the end of each month. Therefore we would not be creating 'deals' for each and every work order etc.
Hope this makes sense?