Customize some Deal properties with Hubspot contactsSOLVE
Oct 31, 2017 8:23 PM
A client would like salespeople to keep a record of critical customer staffmembers in a deal (Decisionmaker, gatekeeper,champion,etc) according to their sales methodology.
Is there a way to create a deal property with a type of "Hubspot Contact" that would work like "Hubspot user", and popuop with a list of contacts attached to the deal?
Solved! Go to Solution.
Nov 14, 2017 4:17 PM
We use a very similar sales methodology to your client. Where we map out sales personas as you described, as we have complex deals. I created a HubSpot plug OrgChartHub to enable this functionality from within the Hubspot CRM.
I hope this helps you and your client. Any questions then please don't hesitate to get in touch.