I’m creating a deal board for more complex deals that require executive sponsorship. The way this is indicated is by whether or not a rep fills out an open-text field “Additional Support Needed by ELT” explaining what they specifically need help on/what makes it a complex deal (Example: Prospect sent us an NDA that potentially exposes us to x,y,z--need legal team review).
Because each of these values will be unique, is there any value I can put in the filter that is essentially Additional Support Required = Not empty/is known/Not Blank?
@multiplex123, cool use case! I just pinged our team about this one. Stay tuned, and thanks for your patience!
@multiplex123 — do you mind sharing where that open text field is stored? Is it in Salesforce?
It’s in Hubspot on Deal Records
I hope this helps. You can also submit this as a feature request to our product team!