Categorizing certain contacts

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gelflex-cc
Recognized Expert

I need to know the importance of certain contacts. What is the best way todo this?  Currently I am using the lead status field AND this may not serve me well when other infomraiton will need to be tracked. 

 

If you are using a custom field, what are the pros and cons of this?

 

Thank you in advance for your insights.

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Phil_Vallender
Solution
Most Valuable Member | Elite Partner

Hi @gelflex-cc

 

Using a custom property for this is a good idea because you can keep it seperate from properties with names that might already mean something to other users - i.e. lead status which is commonly used to track lead qualification/development progress - and, in HubSpot, you can use that property to build and sort views/lists, trigger workflows, etc. 

 

I can't think of a better way to do that with a custom property right now.

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies

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Phil_Vallender
Solution
Most Valuable Member | Elite Partner

Hi @gelflex-cc

 

Using a custom property for this is a good idea because you can keep it seperate from properties with names that might already mean something to other users - i.e. lead status which is commonly used to track lead qualification/development progress - and, in HubSpot, you can use that property to build and sort views/lists, trigger workflows, etc. 

 

I can't think of a better way to do that with a custom property right now.

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post