Hi, Babel_Izzy,
I have a two-part question.
First, is HubSpot appropriate for my needs? The databases seem to assume that the contacts are internet-based. What I’m trying to do is organize a lists of citizens in a particular geographic neighborhood. All my contactshave first and last names, and street addresses, but only one has an email.
For “company” I’m trying to use the specific street address, i.e., one company is “123 Main Street,” another is “124 Main Street,” and so on. (Not using quote marks in the actual cells.)
Is this an appropriate use for HubSpot?
Second, assuming that it is an appropriate use I’m having trouble uploading the company CSV file. The error report says “Warning: Duplicate record in csv” That’s not true. I deduped the file with Excel and then I scanned it. What could be causing the problem? Thanks.
Hi @committeeperson apologies I moved your post from our HubSpot partner’s AMA as the thread was focused on HubSpot’s marketing tools.
In answer to your question, HubSpot CRM was built and designed for small-medium sized businesses and their sales and marketing teams to organize, track and nurture leads and customers. The use case you are describing would not be the best fit for the way the CRM’s contact, company deal and tasks records are designed to function. For example I would not advise using the Company record for address.
What you can do is group filtered views of contacts based on shared Street Address properties see here and below for further instructions on how to acheive this.
Could you offer some further details about your organisation and the goals you have for HubSpot’s CRM?
Thank you for moving my comment, Roisin. When I clicked on “ask a question” my only option was to post on Izzy’s thread, which clearly wasn’t right.
I had a feeling that HubSpot wasn’t really set up for my purpose. I’m trying to track approximately 600 residents of a specific neighborhood, so that when an event was coming up I could call or visit them to encourage them to participate. That’s not difficult; if that’s all I wanted I could do it on index cards. What I’d like to do is to add more information, so that if Jane Smith tells me in the summer that she’d like to volunteer, then I can look her up again in February if I need her. And if I see a telltale bumper sticker then I know to treat the people in that house differently. And so on.
I should be organizing the info by household, so I’ll know each discrete resident, but also how they relate to one another. Turns out it’s harder than it sounds. Thanks for asking.
