How to categorize leads in CRM?

New Contributor

Hi everyone,
HubSpot is some great piece of software!
I struggling in finding a way to catorize my leads in CRM.
I work in visualization industry and don't know how to make categories in CRM.
Like if I need to distinguish companies between architects and developers.
Has anyone managed this kind of issues?
Thanks)

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HubSpot Moderator

Hi @Riurik22  You're best bet here is to create a Category property using the field type of Dropdown.  You can do so either as a contact property or company property (which ever is best for you) or both. 

 

When you enter a new lead, you can select the Category for the type of business, and later build views (or lists) based on that Category

 

Instruction for creating a new property are located here.  

 

Ed


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New Contributor

Hi Ed,
Done that already.
Thanks for your concern!

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