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Marketing, service and leadership all want visibility into the same deal record, and my instinct used to be: just add another property.
I said the quiet part out loud on air today: "deals are for sales management." Full stop. Before you add a field for another team, ask whether it actually supports the sales process — or whether it's an FYI for somebody else that belongs on a different object entirely.
Will change how you think about your next property request.
https://valuefirststudios.com/media/episode/unboxing-revenue-hub-contracts
#hubspot #letsunbox
Where this came from
Unboxing HubSpot Revenue Hub: ContractsWatch the full conversation this clip was pulled from.
The next step
