Manage contacts from multiple sources manually

Smart CRM & Sales Hub CRM
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1

Hey everyone,

I am managing three Upwork profiles and also receiving leads organically from Shopify and my website. I want to manually create at least five columns in Contacts to categorize leads based on their source, but I am unable to do so.

Additionally, I would like a column that tracks recent activities on contacts, such as email opens or replies.

Looking forward to your suggestions!

2

Hi @ELLC,

If you want to track these lead sources as separate columns, the first step would be to create the properties with those values you want to track. As a suggestion, I would create one property that lists your lead sources as an option vs having multiple properties to track each lead source.

Once you have your property created, you can add it as a column in your view.

Here’s an article on that: https://knowledge.hubspot.com/records/customize-index-page-columns

You have a few options for your activity-based columns, but by default, these activity properties are stored separately. Here are some options to add:

  • Last Activity Date
  • Last Marketing Email Open Date
  • Recent Sales Email Opened Date
  • Recent Sales Email Replied Date
  • Etc.

The properties you choose for your activity would be based on how you’re going to use them or what you need to see at a glance. Once you go into the actual contact record you can see more granular activities on the Activity Timeline.

Hope this helps!

Josh

3

Hi Josh, Thank you so much, That works​:heart_eyes: