Collect sales team feedback within hubspot

[NKolev]

Hey, I am looking for a way for the sales team to submit issues about the crm within hubspot. I want the to be able to report on company level if they think there is issues with the data. Was wondering if a hubspot form would be the best way to capture this and how to report the data. Basically we are launching a new commission plan for the sales where we track certain revenue KPIs on company level. And if sales think company X should be included in their bonus but it's not, we need to collect their feedback in hubspot and to have a report for all the companies that sales think should be included in their bonus.

[NKolev]

Hey @karstenkoehler your suggestion was good and led me to the idea to use playbooks. Thank you!

[karstenkoehler]

Hi @NKolev,

Couldn't this simply be an additional company owner property, e.g. 'Include in bonus for'? This could be maintained directly on the company record. It could trigger a will reflow that notifies a manager, them clears the field again.

Best regards

[NKolev]

Thanks, maybe I should've been more detailed. They need to fill out a few questions as well, not only flag the company. The other idea I've been dwelling on is playbooks, when filled within the company it will be attached to it but, playbooks reporting is quite limited from what I've seen. 

[karstenkoehler · Accepted solution]

@NKolev those additional questions could be set up as dependent fields and all placed in a card if the left sidebar on the company record - a request section. I've set up request processes like that before and it works nicely.