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CRM Set up to record Customer and products/services they are using

COGorman0
Participant

Question,

I am setting up Hubspot for a client - I am updating the Customers, and I want to have a property to filter the products and services they are currently purchasing - is the best way to do this to create a property on the Company level? 

 

 

0 Upvotes
1 Accepted solution
SWaite75
Solution
Member

Let me know if they need a VoIP integration for calling/sms automations.  If so email .  We're a hosted VoIP intergration partner with Hubspot.

View solution in original post

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1 Reply 1
SWaite75
Solution
Member

Let me know if they need a VoIP integration for calling/sms automations.  If so email .  We're a hosted VoIP intergration partner with Hubspot.

0 Upvotes