Allow Contacts to have Deal Roles

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...

HubSpot updates
changed to: In Planning
Jun 2, 2020

Hello HubSpot Community, 

 

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 something we have been investigating on the HubSpot Product team. As a result, I'm going to move this idea into the "In Planning" stage.

In fact, we’re looking to interview customers to learn more about their process and get feedback on a few solutions we’re exploring. Please fill out this quick survey if you’re interested in participating. If you meet the criteria we’re looking for, a researcher from HubSpot will reach out to schedule a 60-minute call, and as a thank you we’ll send you a $50 gift card upon completion of the study.

23 Replies
HubSpot Moderator
HubSpot Moderator
updated to: In Planning

Hello HubSpot Community, 

 

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 something we have been investigating on the HubSpot Product team. As a result, I'm going to move this idea into the "In Planning" stage.

In fact, we’re looking to interview customers to learn more about their process and get feedback on a few solutions we’re exploring. Please fill out this quick survey if you’re interested in participating. If you meet the criteria we’re looking for, a researcher from HubSpot will reach out to schedule a 60-minute call, and as a thank you we’ll send you a $50 gift card upon completion of the study.

New Contributor

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.  

Top Contributor

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