How to identify "cold", "warm", "hot" companies?SOLVE
Aug 3, 2017 6:02 PM
When I create a company, I would like to indicate the "warmth" of the opportunity, and provide some background.
So far I created a custom property called "background" (surprised I had to do that... maybe I don't have to do that and there is a better way, haha).
But I don't know how to express in a structured/filterable way which opportunities are "cold" leads, or that there is some connection making them "warmer" by degrees.
Solved! Go to Solution.
Aug 22, 2017 3:16 AM
I'm sorry, I may have misinterpreted your original question.
If you have HubSpot Pro or better you can certainly score leads. Custom lead scoring lets you create rules and assign positive or negative points to them. The sum of points for each lead is shown in their HubSpot Score property. You would have to define how many points equals a hot lead vs. a cold lead.
Hope this helps.