Here, HubSpot lists all companies. These can include rooftop installers, partners, or any other company associated with an email address domain.
All residential rooftop installers companies will have a number in their supplier ID property
In this article:
Customize your company view:
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Navigate to any company (probably one of yours)
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On the left-hand side under “about this company” you should have the following properties in this order:
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Supplier ID
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Company Owner
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Current Installer Status
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Company Segment
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CRM
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Years installing solar
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Subcontract labor work
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Year Established
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Is churned
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Churn reason
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Churn date
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note: there are other default fields below these, use personal preference for how you want those listed.
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If you need to add properties or readjust the order click on Actions > Customize Properties see fig. 1
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Click Add Properties to bring up a drop down, click and drag the dots to the left of the property name to reorder see fig. 2