When we have multiple contacts on a specific deal in the CRM, it would be great to assign roles to each. This could be a standard "deal role" dropdown field/property. So I can pick "Champion" or "Decision Maker" or whatever.
Or if you are dealing with an Agency, who has contacts on both sides of a transaction, could be "Buyer" and "Seller" or "Seller's Agent" and "Buyer's Agent."
With only a few deals or a few contacts on a deal, this is not a problem, but in larger, more complicated transactions, there may be many different types of contacts. Attorneys, agents, lenders, investors, and more...
Thank you as always for your continued feedback, it helps us build a great product. The ability to set roles between any two relationships is somethingwe have been investigating on the HubSpot Product team. As a result, I'm going to move this idea into the "In Planning" stage.
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Are there any updates on this? Assigning a unique role on a deal is vital for us as the same contact can serve different roles in different transactions. They may be a decision maker on one, and merely an influencer on another.
This functionality would be a huge step forward with how we align our systems to our go to market strategy.
It was now added in the ABM under target accounts, but we find that it should be under Deal where per deal we can mark the roles, as in different deals people may have different roles
Just to add our voice in - we are extremely keen on this idea.
Our deals progress through the whole customer lifecycle - from closing a project, to actually delivering our service (which also goes through a pipeline)
Multiple people get involved, including the decision maker who actually purchases, and other contacts who might be involved other contributory ways or might just have an interest in staying informed.
These roles change from deal to deal - our service is given as a gift, so for example we can have someone who was bought our service as a gift, and then decides to gift it to someone else.
This means in one deal they are the 'purchaser' and in another they are a 'gift recipient'.
Would love to be able to set contacts as specific custom roles on a per-deal basis.
We're just onboarding as an organization and I'm shocked HB doesn't have this functionality. VagueNatus' comments above about HB needing to add a many-to-many relationship feature makes sense to me.
@Dylan, any update on this so we can strategically plan around the current shortcoming?
We need this! We are b2b manufacturer that gets a lot of leads from end users of our products. I need a way to associate the lead contact to the customer companies we send them to and deals seemed perfect except not being able to associate or define the different contact roles. I tried everything I could think of as a workaround and made a post for help in the forum but I'm so happy to see this is being implemented!
Hi @Dylan Any update to this status? It's been over a year and my company could really use this feature to more robustly use the deals object as a B2B company.
As a former Salesforce user, this feature is extremely important to understanding the context and players in each deal. Please prioritize the development of this feature as it clearly has been communicated as a need by your very own HubSpot community.
Hi all! I'm excited to tell you about association labels. This functionality was released to public beta at INBOUND, and I believe it will do exactly what you need here.
With a custom association label, you can create a Contact:Deal association like "Champion" and when applied, it displays on that Contact's card on the Deal. This is an improvement on the ABM functionality for Buyer Roles, which applies to that Contact on all Deals. We're working on bringing this functionality together in the future.
You can also create association labels for Company:Deal, for tracking "service provider", "partner", "supplier", or whatever else you might need. Those association labels are now supported through filters, so think Workflow triggers, Lists, and soon Reporting as well.
This functionality is available at the Pro and Enterprise tier. To get into the public beta, follow these steps. Our current date for exiting beta is H1 2022.