We would like to create a matrix which qualifies customers based on a set of requirements to determine if a deal is an A, B or C. This might include things like location, company size which can be pulled from HubSpot but also a few other things like number of parcels dispatched each day which would need to be manually populated.
Once the deal has been qualified we would like visual recognition so our A deals are highlighted a different colour, have high priority and stand out from the rest.
Is this a feature within HubSpot or would anyone else like to see?
We would mainly be looking to use for Deals, but could also be used for Customers etc as well.
As such creating a matrix is not possible at this stage in HubSpot but based on certain criterias, you can create a list for your deals with the help of a workflow. As for the 'visual recognition' you asked for, it is also not possible in HubSpot as of now. But it seems like a great idea which you can share in the idea section of the community. HubSpot product team eviews these ideas and work on them: HubSpot Community - Ideas - HubSpot Community
Hope this helps!
If we were able to answer your query, kindly help the community by marking it as a solution.
As such creating a matrix is not possible at this stage in HubSpot but based on certain criterias, you can create a list for your deals with the help of a workflow. As for the 'visual recognition' you asked for, it is also not possible in HubSpot as of now. But it seems like a great idea which you can share in the idea section of the community. HubSpot product team eviews these ideas and work on them: HubSpot Community - Ideas - HubSpot Community
Hope this helps!
If we were able to answer your query, kindly help the community by marking it as a solution.