Displaying Lead Status in a website page

Smart CRM & Sales Hub Tips, Tricks & Best Practices
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Hi Guys,

I am looking at creating a portal for partners of the business to log in be able to view the status of the leads that they have submitted via a form.

I am unable to see currently an object within the page editor to be able to display the property information. I understand it will be very similar to the format of the customer portal but as a sales based one instead of a support based portal.

I have an additional requirments as well:

Lead Status to only display Lead’s that the user has submitted and no one else’s

Would anyone be able to offer some advice? At present the only way I can see is to API everything out and then back in which is not ideal considering the functionality fundamentally exists within the customer portal already.

I am new to this community so apologies if I am not clear on what I’m trying to get across.

2

Hi @jtelfer , I believe @danmoyle and his agency have a solution that would work for this, will let him confirm and provide more details :slightly_smiling_face:

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Thank you @Jnix284! Yes @jtelfer we do indeed have this solution here at Impulse Creative. It’s a CRM-based PRM (partner relationship management) system built for HubSpot users. You can see a little more about it here: Cohortium. Let me know if you have questions, and I’m happy to connect you with the folks on my team who can help. Cheers!

4

Hi all,

Not sure if it’s already solved but we’re allowing companies to display lead statusses to partners by creating dynamic HubSpot data views in a shared space:

584×308 26.7 KB

Let me know if that would be a solution to your challenge. :slightly_smiling_face:

Andreas Geamanu

Co-founder at introw.io

andreas@introw.io

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