Managing Multiple Account Numbers in HubSpot

Overview

For companies utilizing HubSpot with multiple account numbers, effective management and tracking of these accounts within the CRM is crucial. This article provides a step-by-step guide on how to efficiently handle multiple account numbers.

Steps to Manage Multiple Account Numbers

1. Create Custom Properties
   Start by creating custom properties in HubSpot to track each account number. To avoid confusion, name these properties sequentially, such as:

   • "Account Number 1"
   • "Account Number 2"
   • "Account Number 3"
     Continue this pattern to accommodate as many accounts as necessary.

2. Consolidate Account Numbers (Optional)
   If your goal is to minimize the number of custom fields, you can consolidate multiple account numbers into a single property. Use a delimiter, such as a comma or semicolon, to separate each account number. For instance:

   • "Account Number 1, Account Number 2, Account Number 3."

3. Ensure Clarity in Usage
   It's important for all team members to understand how to enter and use these properties correctly. Clear communication and guidelines will help prevent miscommunication and ensure accurate reporting.

Conclusion

By following these steps, organizations using HubSpot can efficiently manage multiple account numbers, enhancing data clarity and overall CRM functionality. For further assistance, consider reaching out to HubSpot support or consulting the HubSpot documentation for additional information.