CRM

LDeniz
Miembro

How do you differentiate between inbound and outbound leads?

resolver

Hi there, 

 

How can you differentiate between inbound and outbound leads, looking at their first touch point i.e., if a lead has filled out a form but originally was created through outbound sales activity, this should be classed as an inbound lead.


2 Soluciones aceptadas
karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

How do you differentiate between inbound and outbound leads?

resolver

Hi @LDeniz,

 

The original source properties give this kind of context: https://knowledge.hubspot.com/properties/understand-source-properties

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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Lucila-Andimol
Solución
Líder intelectual | Partner nivel Platinum
Líder intelectual | Partner nivel Platinum

How do you differentiate between inbound and outbound leads?

resolver

Hey @LDeniz 

so you can take a look at Original source

as Karsten mention

and what we also do with some customers is create a custom property with special values

to have a better understanding of referrals/propection/others.

hope this helps

María Lucila Abal | COO Andimol
HubSpot Expert, Community Champion & Certified Trainer (12+ years)

Have questions? Get answers:

Get Premium Support

Did my post help answer your question? Mark this as a solution.

Ver la solución en mensaje original publicado

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2 Respuestas 2
Lucila-Andimol
Solución
Líder intelectual | Partner nivel Platinum
Líder intelectual | Partner nivel Platinum

How do you differentiate between inbound and outbound leads?

resolver

Hey @LDeniz 

so you can take a look at Original source

as Karsten mention

and what we also do with some customers is create a custom property with special values

to have a better understanding of referrals/propection/others.

hope this helps

María Lucila Abal | COO Andimol
HubSpot Expert, Community Champion & Certified Trainer (12+ years)

Have questions? Get answers:

Get Premium Support

Did my post help answer your question? Mark this as a solution.

0 Me gusta
karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

How do you differentiate between inbound and outbound leads?

resolver

Hi @LDeniz,

 

The original source properties give this kind of context: https://knowledge.hubspot.com/properties/understand-source-properties

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Me gusta