HubSpot Ideas

SkeeStylus

Allowing Editing & Customization of Buying Roles

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.  

5 Replies
BrittanyMeans
Participant

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
Member

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
Participant

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
Member

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

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

wendykeneipp
Participant | Elite Partner

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.