CRM

rdolmat
Contributor

Contacts VS Leads

SOLVE

Hi folks

 

I'm coming from Zoho CRM where they have specific sections for contacts and leads. It keeps leads completely separate from your general contact list so you can distiguish and filter separatetly. What's the best way to do this with Hubspot CRM? Since all we have is "contacts", how do you distinguish between current contacts and potential leads (from, say, a tradeshow etc)?

 

thanks!

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1 Accepted solution
Tom
Solution
HubSpot Product Team
HubSpot Product Team

Contacts VS Leads

SOLVE

@rdolmat The best way to seperate these would be through a contact property. 

You could create a new custom property if you wish, you could call this "lead origin" for example of whatever you like to mark them as something like "tradshow lead":

https://knowledge.hubspot.com/articles/kcs_article/contacts/how-can-i-create-a-custom-property

 

Generally the "out of the box" what to distingush a lead from a contact is through the Lifecycle stage property: https://knowledge.hubspot.com/articles/kcs_article/contacts/what-is-lifecycle-stage

 

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4 Replies 4
Tom
Solution
HubSpot Product Team
HubSpot Product Team

Contacts VS Leads

SOLVE

@rdolmat The best way to seperate these would be through a contact property. 

You could create a new custom property if you wish, you could call this "lead origin" for example of whatever you like to mark them as something like "tradshow lead":

https://knowledge.hubspot.com/articles/kcs_article/contacts/how-can-i-create-a-custom-property

 

Generally the "out of the box" what to distingush a lead from a contact is through the Lifecycle stage property: https://knowledge.hubspot.com/articles/kcs_article/contacts/what-is-lifecycle-stage

 

0 Upvotes
shilenamin
Member

Contacts VS Leads

SOLVE

HI, looking to create 4 different types of leads (Seller, Buyer, Contact Us, Contact Agent) and I dont know whats the best way to structure them in the CRM, as they are not Contacts.

 

After capturing the leads, how can I set the properties in the CRM so that my team sees only neccessary fields PER Lead Type?? 

 

 

0 Upvotes
Tom
HubSpot Product Team
HubSpot Product Team

Contacts VS Leads

SOLVE

@shilenamin this is currently not possible within the CRM. However, you could create different teams for each type you want, assign users to these and give the users permissions to view/edit "team only"

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rdolmat
Contributor

Contacts VS Leads

SOLVE

AH YES!! I totally forgot about the Lifecycle stage! That's perfect. Thank you!

 

I just need to adjust my "source" to be "tradeshow" etc, set lifecycle to LEAD and that's done. Thanks!

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