Tips, Tricks & Best Practices

COGorman0
Participant

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

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 Reply 1
SWaite75
Member

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

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