What is My Role's Expectation in HubSpot CRM?

The table below outlines HubSpot CRM expectations by role.


 

Client Manager

Asst. Client Manager

Group Leader

 Dept. Manager 

Project Manager

Prof.
Staff

 BD

Log BD Activities - Calls/Emails/Meetings

X

X

X

X

X

X

X

Create and Maintain Deals 

X

X

X

X

X

X

X

Contribute to Accuracy of Client Information 

X

X

X

X

X

X

X

Ensure clients are contacted at appropriate frequency

X

X

         
Actively Monitor the Stale Deals dashboard    

X

X

    X
Oversee accuracy of client information

X

X

     

 

 

Ensure sales workload is spread appropriately    

X

X

     
Ensure client workload is spread appropriately

X

           
Monitor sales targets and ensure they get met     

X

      X
Maintain knowledge of the largest Deals 

X

 

X

      X

Prof. Staff - Professional Staff
BD - Business Developer