Setting a POC or Primary Contact for Deals

HubSpot Ideas
1

You should be able to tag a certain contact (or multiple) as the POC/primary contacts for deals. Why?

  • When I prospect contacts, I sometimes add up to 15 contacts to a Company Record.
  • Yes, once I create a deal, I don’t have to include all of the 15 contacts…BUT if I don’t associate all 15 contacts with the deal, I run the risk of enrolling them in a sequence because the filter for “Associated Deals” won’t pick up on the fact that their contact is a part of a deal.
  • Then, if I add all 15 contacts to the Deal info, my coworkers won’t know who the POC is

Easy fix that would make a big difference!

2

I’d also use a primary deal contact for reporting purposes - initially to identify the source of deals, based on where it started, rather than a purchasing agent or another deal stakeholder.

3

This would also be useful to us for ongoing customer service and billing communications once a deal is closed.

4

In addition to the points above, it would be very helpful if marking a primary contact on a Company (or Deal) could float that contact up to the very top of the list of contacts associated, and if a more substantial visual indicator than just the ‘association label’ text was displayed.

5

This would be a great idea! Especially if it can be used in a workflow or form to copy over records to deal properties.

6

Ran into something simliar and ended up using a combination of an Association label, a Custom Property and a Workflow to designate a Primary Contact on a Deal and have the Contact Record update a similarly named Custom Property for use in filetered views and reporting. Happy to share the solution if anyone could use it, LMK.

7

@THayes3 Running into this issue now and stumbled across this page.. wondering if you’re still able to share the solution you put in place to address this? Thank you!

8

@THayes3 I would love to see how you built your solution. Would you mind collaborating with me?

9

@SDay29 Just curious to see if you have found a different solution for this problem?

10

Would be super valuable for us as well - we have automations that go out to Contacts in a Deal to ask for Clutch reviews or provide invitations to events - and it would be great to identify the primary point of contact/Decision Maker for workflows like these

11

@THayes3 - I would like to know how you set up identifying a primary contact on a deal. All the ideas I have rely on a sales person manually applying a tag - which is problematic. Does your solution include a field in the ‘create new deal’ form?

12

Absolutely! Being able to set contacts as “Main POC” etc and keep those at the top of a Deal and Company record would be super helpful.

13

It would also be helpful if only the primary contact had its lifecycle stage updated to opportunity and/or customer versus all assocated contacts being updated to these LC stages.