How to tie a contact to a deal or company and know his roleSOLVE
May 15, 2020 6:56 PM
Currently I can find no way to identify why the contact is part of a deal. His title doesn't help. It's his role in the deal close process I need. Same for Company contacts. How do we know who is the vendor salesman, cust service rep, pre-sales consultant, we are partnering with? Again titles don't help. And roles can change for a person from deal to deal. Another post is requesting tags. Useful if we can use them as the relationship in this use case.
Any ideas? How do you know the role a contact has on a complex deal?
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May 16, 2020 3:44 AM
That's an interesting challenge, where one contact can have different roles in the decision on different deals.
In the past we would have recommended a custom property for role on the contact card. HubSpot is marking this field standard among its ABM features currently in beta. However, this doesn't support a different role on different deals.
Custom properties on deal wont be much help to you either as they would only contain text and not an actual link or associations with the contact.
The best thing I can think of is a pinned note on the deal record that tells users who plays which role on that deal. At least then there is a record, that can be different on each deal, and its fairly visible.
Hope this helps.