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Allowing Editing & Customization of Buying Roles

SkeeStylus

I love the new ABM Tools and the Target Account Dashboard but every Hubspot Client is different.  Sometimes organizations that match their Ideal Buyer Profile might not have the default Buying Roles.  I get we can add more but there's no way to edit or remove the others and that makes the CRM messy.  Please consider.  

7 Comentários
BrittanyMeans
Participante

We would like the ability to remove the HubSpot-provided roles. They are similar but different from our preferred roles, and this introduces a challenge for team members to consistently use our preferred options. Consistent use of our properties is necessary for data aggregation/workflow purposes.

DShort6
Membro

We would also like to remove/edit the hubwise provided buyer roles. Those roles we measure and track in our sales process is different. 

sjorsenator
Participante

We also would like to use the defnitions of Winning by design, and therefore need to rename some existing ones, remove some, and add some new to align them with their model:

https://winningbydesign.com/wp-content/uploads/2022/05/Winning-by-Design_Blueprint_The-Decision-Proc...

AShukla32
Membro

Is there anyway to add a new line item in buying role?

We want to add the notion of KeyContact to buying role.

wendykeneipp
Participante | Parceiro Ouro

It's great to add our own items, but it's really messy and hard to keep it clean with so many buyer roles that aren't even used. Please allow us to delete the default buyer roles. 

 

If there were an option from the beginning when we ask to turn on Target Accounts to define buyer roles before setting it up so the appropriate lists could be created, that would be ideal.  

MaartenDeGroot
Membro

Not able to delete the Hubspot default options makes it very messy

BMcGee
Colaborador(a)

I concur this is a cumbersome feature without the ability edit the default values.  As the poster said, not all companies are the same, and buyers / roles are different in different industries.  I would hope HS developers would reconsider this request, since it dates back to 2020.  It's a roadblock in my opinion since we're not able to delete unneeded roles and can complicate the user experience.