Partner Success

Hubspot Company Pages

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:

  1. Navigate to any company (probably one of yours)

  2. On the left-hand side under “about this company” you should have the following properties in this order:

    1. Supplier ID

    2. Company Owner

    3. Current Installer Status

    4. Company Segment

    5. CRM

    6. Years installing solar

    7. Subcontract labor work

    8. Year Established

    9. Is churned

    10. Churn reason

    11. Churn date

    12. note: there are other default fields below these, use personal preference for how you want those listed.

  3. If you need to add properties or readjust the order click on Actions > Customize Properties see fig. 1

  4. 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