topic Re: Making a Company Inactive in Tips, Tricks & Best Practices

Making a Company Inactive

Rebejo — Fri, 26 Jul 2024 13:46:17 GMT

Is there a way to make a company inactive so that it doesn't show up on my reports? Thanks in advance for your help!

karstenkoehler — Fri, 26 Jul 2024 13:47:55 GMT

HubSpot does not have a default feature for this, no.

You can however create a custom property on the company object, e.g. "Status" with options "Active" and "Inactive": https://knowledge.hubspot.com/properties/create-and-edit-properties

In your reports, you could then adjust the report filters and exclude companies where the status is inactive.

Let me know if you have any follow-up questions!

Rebejo — Fri, 26 Jul 2024 13:56:36 GMT

Thanks so much. That is what I had in mind, but I didn't know if there
was a better method. I appreciate your help.