I am looking for a way to create a client list for new clients/companies in 2022, but I can’t seem to figure out how to do it. I have a date range (2022 Jan. 1 to 2022 Dec. 31) but I don’t want any repeat customers or contracts that weren’t completed. Any and all assistance would be greatly appreciated! TIA!
Hey @SWebster88, great question! This all depends on how you’re tracking client status currently.
Ideally, you’ll have deals associated with the contacts/company records on which you’re trying to report. By default, HubSpot will set the “Lifecycle stage” property to “customer” when a contact or company record has an associated deal that is in a “Won” deal stage. That will also a date stamp property called “Became a customer date” which is your best for this report. That will essentially show you any contacts/companies who had an associated deal enter closed/won within your given timeframe.
If you don’t have deals associated with contacts or companies, your best bet will be to rely on deals only. HubSpot also has date stamp properties here for when a deal entered a specific stage. You should be able to pull a report of deals with “Entered stage date: [name of your closed/won stage]” to see what deals entered closed/won within the given timeframe. You could also potentially leverage the deal “Close date” depending on how you’re using that property.
Hope this helps! Let me know if you have HubSpot set up in a way that won’t work with the above options!