Mapping deal roles
déc. 17, 2018 1:25 PM - modifié juin 1, 2020 10:08 AM
I'm looking for a way to have a form where you map different contacts to their roles in the buying process as described in Hubspot's article here I thought that playbook will be the place, but a playbook can only be attached to a contact not a deal, so it doesn't help.
I'm quite surprise Hubspot doesn't offer something standard for it as this is pretty basic Salesforce feature https://help.salesforce.com/articleView?id=sales_core_contact_roles.htm&type=5
What is the best way to map the buying center contacts of a deal?
If you want to vote for this idea, please vote here https://community.hubspot.com/t5/HubSpot-Ideas/Allow-Contacts-to-have-Deal-Roles/idc-p/343190#M58213