When creating deal properties for our new pipeline, our Sales Manager asked to create properties for:
Single Point of Contact for CS
Single Point of Contact for Invoicing
Decision Maker
These properties would make it very easy for CS and Credits & Collection to know who they should be in touch with. Ideally, the type of these deal properties would be a Contact within HubSpot — like you have the HubSpot user type - but then for contacts. This would make things a lot easier & reduce confusion.
My workaround, for now, is: using a single-line text where our salespeople fill in the email address the HubSpot contact was created with. Not error-proof and a few seconds extra work, unfortunately.
Você deve ser um usuário registrado para adicionar um comentário aqui. Se você já estiver registrado, faça logon. Se você ainda não estiver registrado, registre-se e faça logon.