This is incredibly helpful. Question - If I am looking to use it as a user-to-user referral program (not associated with a company) - Will a process like this work? Example: A user refers our business VIA a custom link/email, a user signs up and we can track the referrer to give them credit.
Thanks! And great question. I would guess you would just associate contacts with the deals (instead of companies). But honestly, it's hard to say for sure without having more context. If you ever want to discuss this, you can book a time here: www.thegistinbound.com/schedule-hubspot-strategy-session
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This is incredibly helpful. Question - If I am looking to use it as a user-to-user referral program (not associated with a company) - Will a process like this work? Example: A user refers our business VIA a custom link/email, a user signs up and we can track the referrer to give them credit.
Thanks! And great question. I would guess you would just associate contacts with the deals (instead of companies). But honestly, it's hard to say for sure without having more context. If you ever want to discuss this, you can book a time here: www.thegistinbound.com/schedule-hubspot-strategy-session