Custom properties
Using custom properties in Hubspot to attribute partnership revenu can be done by following the next steps.
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You want to take your time and go through the steps in detail?
Below you can find a detailed description of all the steps you need to take.
Create a custom property (on deal level)
Step 1: Go to settings —> data management —> properties
Step 2: Create a new property and fill in following info
Object type: Deal
Group: Deal information
Label: This is up to you to decide, we’ve gone for “Partner” click next
Field type: If you’re sometimes working with multiple partners on a deal we advise to go for “Multiple checkboxes”. If there is always maximum one partner per deal go for “Dropdown select
Add the custom property values that you relate with your partners
In this example I have 3 partners so I added 3 values: Microsoft, Google and Amazon
Attribute the right partner(s) to the right deals
Add your custom property to your deal detail view or your teams view
This will allow you to easily select the right partner from the left side panel on a deal
Introw tip: Attribute the right partner(s) in bulk to the right deals in your deal overview by adding the custom property as column
What are the pro’s?
✅ Easy and fast set-up
✅ Possible with all HubSpot plans
What are the cons?
❌ Not very scalable