CRM

LDeniz
Membre

How do you differentiate between inbound and outbound leads?

Résolue

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 Solutions acceptées
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

How do you differentiate between inbound and outbound leads?

Résolue

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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Voir la solution dans l'envoi d'origine

0 Votes
Lucila-Andimol
Solution
Leader d'opinion | Partenaire solutions Platinum
Leader d'opinion | Partenaire solutions Platinum

How do you differentiate between inbound and outbound leads?

Résolue

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.

Voir la solution dans l'envoi d'origine

0 Votes
2 Réponses
Lucila-Andimol
Solution
Leader d'opinion | Partenaire solutions Platinum
Leader d'opinion | Partenaire solutions Platinum

How do you differentiate between inbound and outbound leads?

Résolue

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 Votes
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

How do you differentiate between inbound and outbound leads?

Résolue

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 Votes