How do I create a property to track whether a contact is a potential client or referral source?

Smart CRM & Sales Hub CRM
1

Noob here. I don’t see predefined contact properties for tagging a contact as a prospective client or a prospective referral source. I would imagine this is a common need. How do I accomplish this? If it isn’t readily done with existing properties, how do I create custom properties? Thanks for your help!

Already figured this out but can’t find option to delete this post.

2

Hi @CYu5,

Others might gave the same question and find this thread :slightly_smiling_face: here’s how you create properties: Create and edit properties

Have a great day!