CRM

KKingsley
Participant

Contact Reconversion Dates

SOLVE

We are in a situation where we are losing hundreds of leads a month in our reporting due to a lack of reconversion contact card updates. If they reconverted once the date will not updated after the first reconversion date. This is causing a lack of workflow triggers and a lack of reporting data to gauge our marketing effectiveness. 

 

We have such a long buyer journey and multiple products that we encourage reconversions on. 

 

Hubspot support has not been able to offer any solutions to this. Does anyone have any ideas on how we can rectify this issue? 

 

Filters: Re-conversion date is between "Dates" 

Property: Re-conversion Date 

 

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1 Accepted solution
Ben_M
Solution
Key Advisor

Contact Reconversion Dates

SOLVE

Have you considered creating custom properties and workflows to capture any additional reconversion dates?

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2 Replies 2
Ben_M
Solution
Key Advisor

Contact Reconversion Dates

SOLVE

Have you considered creating custom properties and workflows to capture any additional reconversion dates?

KKingsley
Participant

Contact Reconversion Dates

SOLVE

We have considered it. Our holdup is an upgrade to have a sandbox where we can test. There have been some significant workflow errors this year that have us a bit hesitant to make that change as a first solution. 

0 Upvotes