Our organization is just starting to use the new Leads object as a part of our process. As it turns out, HubSpot has been cre…

@PvanderValk I would try to find anything on the contact record that can be used to determine which status the lead should ha…

Hi @PvanderValk , The best way to do so is probably currently a lead-based workflow. In such a workflow, you can set up enrol…

Thanks. I will give this a try.

Hi Karsten, I looked into the Workflow option, but I don’t see how I can use it. For simplicity’s sake, let’s say I have 100 …

Hi @PvanderValk , how do you determine which one is which? Is this already documented in some way / somewhere or would you mak…

An idea is to give Lead Owners a spreadsheet and ask them to assign values to their Leads. However, it is not clear to me how…

@PvanderValk is there a reason you first want to export this information for editing, then edit outside of HubSpot, then re-i…

This is a one-time clean-up. I want to make it as little impact as possible on the people who need to sell. Just trying to fi…

@PvanderValk as of now, leads can’t be exported and re-imported. Anything process that involves exporting would rely on the a…

Thanks! I hear what you are saying. My predicament is that some of our reps have ~2000 Leads. Even inside of HubSpot, I can …

Thanks! I really appreciate the advice. Final questions: Deleting Leads does not delete the associated Contact or Company, …

Mass change Leads Status

PvanderValk May 28, 2024, 12:44pm 12

Thanks! I really appreciate the advice. Final questions:

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