La fonction de suggestion automatique permet d'affiner rapidement votre recherche en suggérant des correspondances possibles au fur et à mesure de la frappe.
1. Create a custom property that makes it easy to segment these contacts. Make sure the property name is clear enough that everyone on the team will understand that these are business associates that are not to be marketed to. You could also customize the Lead Status to "business contact" (or other custom name) for even more clarity.
2. A little unorthodox, but, you could also spin up a free HubSpot portal and store the contacts in there.
févr. 14, 202011:18 AM - modifié févr. 14, 202011:19 AM
Contributeur
HubSpot for Business Contacts
Résolue
You can assign an "owner", and I recommend you do so, while still allow all contacts to be visible to your CRM users.
Assigning an owner will make it easier for sales reps to find the prospect and customer contacts they'll be most interested (by filtering their lists to "owned by me" or "unassigned").
Also, the recommendation already given by Will to create a custom property is a good one.
You can use this custom property to make sure they are excluded from sales and marketing email lists.
févr. 14, 202011:18 AM - modifié févr. 14, 202011:19 AM
Contributeur
HubSpot for Business Contacts
Résolue
You can assign an "owner", and I recommend you do so, while still allow all contacts to be visible to your CRM users.
Assigning an owner will make it easier for sales reps to find the prospect and customer contacts they'll be most interested (by filtering their lists to "owned by me" or "unassigned").
Also, the recommendation already given by Will to create a custom property is a good one.
You can use this custom property to make sure they are excluded from sales and marketing email lists.
I want to tag in a few subject matter experts who may be able to assist here! @willsmith, @22Eighteen, @MikeLawson do you have any suggestions for how to manage contacts you are not selling to?
1. Create a custom property that makes it easy to segment these contacts. Make sure the property name is clear enough that everyone on the team will understand that these are business associates that are not to be marketed to. You could also customize the Lead Status to "business contact" (or other custom name) for even more clarity.
2. A little unorthodox, but, you could also spin up a free HubSpot portal and store the contacts in there.