I am getting my Account Management team to use the Lead Pipeline as a pre-deal stage. As a B2B business, I’d like the Lead pipeline to be Company based and not Contact based.
After running a bunch of workflows, I was able to achieve this, but I still see some cards for the same company that are contact based.
After raising multiple support tickets with Hubspot, I believe there is no way to roll up all the contact cards into one. This may require some manual work from the AM to see which cards to keep and which ones to remove.
As an example: I have 11 cards for Company A of which one card is titled Company A a couple of cards are titled with the primary contact at the company and a few cards are associated with their compliance email and support email.
My desired state would be 1 card for Company A and all these contacts can show up as associated contacts in that card. This will let the Account Manager know how many leads (companies) they need to focus on to get to the Deal stage.