Qualifying Matrix to Qualify Deals / Customers

SOLVE
Suz93
Member

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. 

0 Upvotes
1 Accepted solution

Accepted Solutions
webdew
Solution
Top Contributor | Diamond Partner

Hi @Suz93 ,

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.

Thanks and Regards.

View solution in original post

1 Reply 1
webdew
Solution
Top Contributor | Diamond Partner

Hi @Suz93 ,

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.

Thanks and Regards.

View solution in original post