Function / Sales
Sales operations that survive the first exception.
Territory rules, partner deal registration, and a deal desk that does not live in a side spreadsheet. These recipes stay inside HubSpot until the rule set gets too specific.
What sales teams ask first.
Who owns this account, who is allowed to discount it, and which partner already registered it. If those three answers are properties on a deal, you are still in native territory. If they depend on overlapping regions, product families, and partner tiers at once, you are in a custom build.


