Jim, sorry for the response delay. This week has been nutzo!
So the thing about Lead Source Description is that since it is a write-in field (for us), we are only wanting to display where we FIRST met the contact…we could have also met them at 5 more tradeshows and the last touch was the one that initiated a deal. So it depends on how you want to attribute the revenue…to the first touch, or the last touch before a deal was created. --side note: how we track our various touchpoints @ tradeshows is that each time we attend a show, that scan list is uploaded into HubSpot…and when you import contacts a marketing list is automatically created - so by looking at what lists they belong to we can see ALL of the conferences we met them at, not just the first one.
And then, unfortunately, yes…if you are going from the contact level you would need to manually add up the value of the deals with each contact. At least, I haven’t found a better way to do it. If you find one, please let me know!
I hear you on the push-back. The day that HubSpot comes out with a way to require fields is the day that I go out and buy the office a cake - a celebration for me and a consolation cake for the reps who now have to have to fill out fields.