RevOps Initiatives Management Custom Object

@SConnor I think this is a good approach to using HubSpot for managing RevOps requests, I’m curious how you’re managing the visibility of the custom object and associated assets with your team.

Are those requesting the projects also able to access via HubSpot? It’d be interesting to know how this level of transparency helps/hurts your efforts.

For the weighted rubrik you have in a spreadsheet, you could look at creating custom object properties for each item and then creating a calculated value to represent the score.

Those values could then be used in various reports to visually represent the data.

Would love to know how this goes as you progress forward, keep us updated!