I’ve searched and couldn’t find what I was looking for.
I’m working with a client that currently uses Tave CRM, which has the ability to have multiple brands or companies under one account. This means we can have different signatures for each brand, different website links, etc.
Within HB is there a way to do this without using the premium level membership? Some leads come in as one brand, but are actually another so we need to be able to easily “assign” a new brand. Is that possible with HB?
+9You need the premium tier membership to do this
Thanks Diana - does this mean we are able to move leads from one company to another within each “company”?
+9You would use separate lead forms to separate them. But just like you can’t merge within one brand now, you can’t move them to a new brand once it’s a project. It’s a manual move. But if you used separate lead forms effectively, it would naturally do that for you
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