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.
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.
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:
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.