HubSpot Ideas

FerhatSF

Have a deal field that can be contacts

I would like to:

  1. Define a custom deal field that is based on companies or contacts
  2.  Enter these as you would enter the associated company/contact field
  3. optionally: add these to the associated contact/company list for the deal too. 

Built-in: Contacts

Built-in: Company

Custom fields: Evolver, Revolver 

Custom fields: Integrator, Executioner 

 

Desired process

  • Enter Revolver: contact1
  • Enter Evolver: contact2
  • Enter Integrator: Systems
  • Enter Executioner: Mobster.com

 

Desired output:

  • Contacts: [Alcapone, Darwin]
  • Companies: [Mobser.com, Systems]

 

  • Revolver: [Alcapone]
  • Evolver: [Darwin]

 

  • Integrator: Systems
  • Executioner: Mobster 

I need to mark off who does what in the deal record. 

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