I am hoping someone can give me some advice. We currently use a number of Hubspot Forms, namely the Contact Us & Book a Collection via our website. Is there a way of adding a column or similar that will show whether we have completed the action? ie/ Did we book in the job or reply to the client's enquiry. We would like to be able to quickly see via a 'tick' or similar that job is now completed. Thanks!
Hey @ChristineR1 this really depends on how you track a "booked job" in HubSpot.
If I'm understanding correctly, a contact submits a form to request a job and you're looking for a way for a team member to mark the job as completed is that correct?
If so, the easiest way would just be through a custom contact property. You could just create a checkbox property for something like "job completed" and users within HubSpot can check that property, if you would like that to be public facing you can even add it as a checkbox to your form through simply dragging and dropping within the forms editor!
Tom Mahon firstname.lastname@example.org HubSpot Expert | Digital Marketing Specialist | Community Champion HubSpark
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