CRM

gelflex-cc
Conselheiro(a) de destaque

Categorizing certain contacts

resolver

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.

0 Avaliação positiva
1 Solução aceita
Phil_Vallender
Solução
Participante de valor | Parceiro Diamante
Participante de valor | Parceiro Diamante

Categorizing certain contacts

resolver

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 | HubSpot Website Agency

Exibir solução no post original

1 Resposta 1
Phil_Vallender
Solução
Participante de valor | Parceiro Diamante
Participante de valor | Parceiro Diamante

Categorizing certain contacts

resolver

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 | HubSpot Website Agency