assign source based on event where they were met

Smart CRM & Sales Hub CRM
1

I’m looking for a way to a assign a source based on where I met the contact. For example, I go to networking event and I meet 30 people. I’d like to assign a property with the name of that event so I can quickly pull up all contacts that originated at that event. Can somene guide me how to do this?

2

Aaron,

Create a custom property called say “Referral Source” and add it to the Contact Information group of your Hub. Make the property a dropdown field and enter the names of the events as labels/options.

Create and edit properties

Keep in mind that by doing it this way you’ll be forced to create the event in the settings before you can add any cotnacts to it.

Alternatively, you can create just a text field that allows you input any data but that will be much harder to fiter by in the future.

You can also customize the Contact Creation form so that this field shows up every time you create a contact:

Customize the create record form for each object

Finally, if you also want to add that field to your Contact view so that it’s easy to see, you can do so following the instructions below:

Select properties to show in the About section on a record

Feel free to reach out if you have questions.

Enrique

3

Hi @asaltzman,

To achieve this, you would create a custom property, correct.

  1. Navigate to Settings > Properties.
  2. Click Create property.
  3. Make sure the Object type is ‘Contact’, select a suitable group and choose a Label. (This label is what you’re going to use in imports to address this field and what you’re going to see on the contact record.)
  4. Click next and select Multiple checkboxes.
  5. Type in all the events as checkbox options below. It should look like this:

karstenkoehler_0-1673329412114.png
karstenkoehler_0-1673329412114.png865×494 25.1 KB

  1. Click Next > Create.
  2. Follow these steps to place the new property in the left sidebar of each contact record: Customize records

When you import contacts and use this property, please be aware that the default action is to overwrite, not to append. If you want to append, follow these instructions: Format import files

When you bulk edit contacts in the CRM, you should always see the option to replace or append.

Best regards!