Mapping deal roles
Dec 17, 2018 1:25 PM
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?