People, accounts and value

Importing people and accounts, and how a request's value is worked out.

A request is weighed by the accounts of the people who asked. Add that context on the People page.

Importing a CSV

1. Open People and choose Import.
2. Paste or upload your file. Columns are detected (name, email, company, revenue, plan, renewal date) and you can change the mapping.
3. Read the preview. It tells you how many rows are valid and names every bad row and why. Nothing is saved until you confirm.

How value is calculated

A request's value is the sum of the revenue of the distinct accounts behind it. Two people from one account count that account once, so a loud account cannot inflate a request. The numbers update as evidence is added.

From a CRM

HubSpot and Salesforce can fill in account value automatically, read-only, for people you already have (matched by email): from the company's annual revenue, or from the total of its closed-won deals. It never creates or removes a person, never writes to the CRM, and leaves a person alone whose account is a different company. See connecting services.