Add "reports to" as default property on Contact page
Good sales qualifying includes understanding where a Contact "resides" in the organizatoinal hierarchy and who they "report to".
Thanks for considering adding "reports to" as a default property. Not gonna mention names but most other CRM systems have this as OOTB functionality.
Bonus points for a "org chart" (can be simple nodes) that allows a visual of a companies hierarchy. These hierarchies will be valuble to add to ACCOUNT PLANS in the Target Accounts methodolgy.
Totally agree : Good sales qualifying includes understanding where a Contact "resides" in the organizatoinal hierarchy and who they "report to".
So much so back in 2016 I wanted this for my team and we created an internal solution for our HubSpot account.
In 2018 we made it avaiable to all HubSpot customers, its called OrgChartHub, available on the HubSpot app marketplace. It's only built for HubSpot, as you may be able to tell from the name 🙂 . Its a very tight integration and doesn't require any additional login. There is a free plan, so have a play, hopefully it helps you?
If you have any questions then please don't hesitate to get in touch. Here to help as a fellow HubSpot user.
