Required rules
- Do not create a contact in PSClient unless the deal is in Ready for Contract in PSC.
- Ensure ALL fields in the Demographic Playbook are complete before proceeding with the contract in PSC.
- Only use PSClient when the buyer is ready for contract processing.
When the deal reaches Ready for Contract in PSC, the Sales Manager will receive an email with the buyer information needed for PSClient.
The email subject is: Contract Ready: Last Name, First Name | Community
Why does timing matter when creating a contact in PSClient?
Creating a contact in PSClient before the deal reaches Ready for Contract in PSC can cause duplicate or mismatched records between HubSpot and PSClient, leading to errors during contract processing.
Keeping the HubSpot deal stage updated also helps the team understand the current status of each buyer and what needs to happen next.
Which email address should be used when creating a contact in PSClient?
Always use the buyer's email address from the HubSpot contact record when creating the contact in PSClient. Using a matching email address ensures the two records link correctly.
If the email address in HubSpot is wrong, update it in HubSpot before creating the contact in PSClient.
Summary
- Move your HubSpot deals to the correct stage as the buyer moves through the sales process.
- Only create the contact in PSClient when the deal is in Ready for Contract in PSC.
- If the buyer is no longer moving forward, move the deal to No Deal/Lost and complete the required lost reason fields.