topic Betreff: How to manage records updates in Tips, Tricks & Best Practices

How to manage records updates

keshukeshvala — Tue, 31 Dec 2024 14:15:26 GMT

Hi, we are new to Sales hub and wanted to know best practice for following:

1. We have a data research tool and team both who update Bounced email or wrong phone numbers.

Example of what we are doing currently:

1. Sales person found email is wrong so they are marking that record as wrong contact information - TAG in our old CRM.

2. Then either our Enrichment tools we use update records periodically or our data research team update those wrong details and mark TAG contact updated. (Wuth enrichment tools we had setup workflow which was updating tag)

3. I am looking for best practices in hubspot how can we manage this case?

Shall we create custom property, or enroll such records in one static list or what else? I feel tags are not default part of hubspto.

Purpose is when sales team seperate those records we should be easily able to find them using filter and when all those are updated sales team should be able to find that those are updated.

Re: How to manage records updates

BérangèreL — Tue, 31 Dec 2024 16:39:27 GMT

Hi @keshukeshvala, I hope that you are well!

Great question, thanks for asking the Community!

Have you tried already the Sales Workspace?
The sales workspace makes it fast and easy to organize and take action on the leads in your funnel.

It seems that you are updating the contacts and you'd like to be able to filter to see which ones have been updated or not. Please let me know if that's not the case.

You could use custom properties or association labels, if the default contact properties are not used for that.

For that, this free course might be of interest to you: "Lead Management Course: Learn to Scale a Business with Lead Management".

I have found similar threads that might help you:

- The solution from @SeanReid on this post "Data Quality Good Practices"
- The solution from @karstenkoehler on this post "Best Practices for Creating New Leads & Managing Qualified Leads"
- The solution from @karstenkoehler on this post "Data Entry and Cleansing Best Practices"
- The solution from @Babel_Izzy on this post "HubSpot CRM: Best Practices and Pro Tips"

Also, I'd love to invite our Top Experts: Hi @karstenkoehler, @danmoyle and @TomM2 do you have other best practices to share with @keshukeshvala, please?

Thanks so much and Happy Holidays ☃️

Best,
Bérangère

Betreff: How to manage records updates

franksteiner79 — Tue, 31 Dec 2024 19:09:58 GMT

Hi @keshukeshvala

You are right, HubSpot does not work with tags but that is something you can easily do with custom properties.

In it's simplest form you could have a single check box called "Needs Review", if set to "Yes" you can then create lists or views to just show these contacts, or use it to trigger a workflow. Once updated, the property should be cleared.

A more complex setup would be a custom property for each information you check/update, e.g. email needs updating, phone number needs updating, etc. The process for managing these would be the same.

Hope that helps.

Frank

Re: How to manage records updates

danmoyle — Thu, 02 Jan 2025 18:15:10 GMT

Hi @keshukeshvala. I agree with @franksteiner79 on this for the custom property - they act much like tags in other systems, but with more functionality.

I'd also consider, as another option, making a basic static list that allows manual addition, and train the team to add contacts to this list. It may help to visualize the bad information contacts, and they could work through that list a contact at a time.

Either solution would work for your situation well.

Re: How to manage records updates

keshukeshvala — Fri, 03 Jan 2025 14:03:03 GMT

Thank you Bérangèrefor sharing your thoughts. Let me deep dive on option you gave I will get back here once get to proper solution.

Re: How to manage records updates

keshukeshvala — Fri, 03 Jan 2025 15:03:01 GMT

It seems that you are updating the contacts and you'd like to be able to filter to see which ones have been updated or not --- Yes this is correct.