Hubspot Starter- Separating Sales and Marketing Contacts from Service
resolver
We recently upgraded from the free version to Hubspot Starter- Which gives us access to Service Hub-
We were initially running two seperate Hubspot accounts, one for sales and related activities and one for service.
At the moment, we are runnning our service out of the starter account-
The Problem:
We currently have 700+ active clients, for which we need to keep track of service history/technician visits etc.
The contacts property requirements etc here are totally different to what we require from our Sales/Marketing Properties.
I.E we have hardware installation dates etc at forefront of our contacts used for service.
For Sales/Marketing- It's the usuals-
Is there a way we can retain our service properties layout and optimise our sales/marketing contact properties seperately?
Additionally, we would use the ticket function for service- but our techinicians are in the field and it's not supported by the iOS app- is there any sign of this being developed?
Regarding the iOS app, there is already a corresponding request in the HubSpot Ideas section of the community. As of August 2020, the product team is working on a beta for bringing Tickets to Android. You can find more information under the above link.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
el ago 27, 20217:52 AM - fecha de última edición sep 21, 20216:46 AM por sharonlicari
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Hubspot Starter- Separating Sales and Marketing Contacts from Service
resolver
Yes the guidance in the reply is very useful I was also looking for the same process to apply in my project here and this guide helped me to separate the sales and marketing contacts...
Regarding the iOS app, there is already a corresponding request in the HubSpot Ideas section of the community. As of August 2020, the product team is working on a beta for bringing Tickets to Android. You can find more information under the above link.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer