Make a company INACTIVE

HubSpot Ideas

Status: Idea Submitted

1

A contact can be inactive.

We should be able to make a company inactive too.

CONTEXT:

As a B2B company, our sales team spends time doing research on potential clients, which are companies. After some research and even after business discussion with them, a company can be unqualified or uninterested.

We don’t want to delete them, because we don’t want someone else in the team to lose time on that lead.

REQUEST:

  • A company can be marked as INACTIVE

  • A company that is INACTIVE is easy to recognize visually

    . It appears in black or an other color in Hubspot, so you know instantly that’s an inactive company:

    • The full line on the companies record page is black / other color.
    • The company card on the top right corner from a contact’s record page is black / other color.
    • If you get inside the inactive company’s record, the top left square with it’s name and info is black / other color.

  • A company that is INACTIVE can’t be manually interacted with unless we make it active again. (Can’t add notes, contacts, write emails, etc). (Could be a choice in settings)

  • When you make a company inactive, all the contacts associated to it are inactive unless they are linked to another company. (Can be a choice in settings)

  • When you filter the companies record page, you can see or hide inactive companies.

2

I fully agree to this suggest !

3

I am looking for same kind of features in HubSpot. So we can find our

active

companies and the team can focus on that lead only.

4

Agree 100%

We are transitioning to Hubspot from another CRM and find it strange that there is no provision to make a company or contact inactive.

Deleting is not the answer in our situation as we need to periodically access the old contact records.

5

@HubDoPete thoughts or suggestions on this?

I also have a client who needs this option to mark a company inactive. They have a lot of national accounts with big-name customers. From time to time a location will close. We don’t want to delete the record from HubSpot and lose the history (their HubSpot is also connected to Deltek). it would be great if we could mark as inactive.

6

@HubDoPete Any reply on this Idea? Also looking for this kind of tools, in order to reorganize our company contacts.

7

Any updates on this?

8

This should be a default feature. Only workaround right now is a custom field, but that would not solve multiple of the sub point mentioned by the OP.