Indicating status of a company

[Michael_Bayroff]

Hello all - I have a lead generation company calling contacts that I have loaded into HubSpot.  I am trying to determine if there is a way to clearly indicate the status of each of the companies.  At the end of each day I would like to scroll the list and see things like "Out of Business, No Answer, Contact Made, etc." so I know which leads to take action on.  I was looking into adding a new column but wasn't sure where the status options would be set or entered by my service.  Thanks for any suggestions.

[darknight]

@TitiCuisset No, it's not a custom property but think I understand where you're going with your question. When I read "We've used the Company.Lead Status property (customized)" I understood it to mean the properties were customized rather than that it needed to be a custom property.

I now understand that a second (non-default) Company property called "Lead Status" or "Company.LeadStatus" needs to be created.

Follow-up question, if I do this, is there a way to link it to the default Quick Access Filter?

[TitiCuisset]

Hey @darknight 

Thank you for your reply

Not exactly, I was asking because I couldn't reproduce on my portal, I'm able to do the copy of the property

Could you connect with HubSpot Technical Support, as Support is included in your subscription? They will be able to provide real-time assistance for this matter, where you are able to share screenshots and further information about this.

Thank you!

Best

Tiphaine

[Phil_Vallender · Accepted solution]

Hi @Michael_Bayroff 

Contacts have a property called lead status which is good for this sort of thing. If, however, you want to record it at company level, you will need to create a custom proprty as you suggested. 

The service could enter the data in a number of places. The usual place will be on the contact or company record screen. You can add any properties you like to the about box that shows for each. The data in the about box can also be edited from the preview window in a contacts or companies view. 

Hope this helps.

[MFrankJohnson]

@Michael_Bayroff,

We've used the Company.Lead Status property (customized) and use a HubSpot Company Workflow to auto-update all associated Contacts when the Company.Lead Status changes (daily).
- see image

HubSpot Company Workflow: COPY UPDATED Custom Company Lead Status to Contact Lead Status

This way, once we've properly statused each Company, we can use HubSpot to do the heavy lifting by auto-statusing any existing (and future) associated Contacts that enter our CRM.

However, in order for this solution to work,

-a- Contacts must be associated with the Company in HubSpot.

- see Automatically create and associate companies with contacts

-b- BOTH the Contact.Lead Status AND Company.Lead Status must be customized exactly the same.

[darknight]

@MFrankJohnson what am I doing wrong. Hubspot won't let me Copy the Lead status Company property value to the Contact Lead status property value? See it's grayed out?

[TitiCuisset]

Hi @darknight 

Thank you for reaching out. 

Is the lead status company property you used a custom property or the default property? If it's a custom property, can you make sure it is compatible with the lead status contact property? 

Thank you

Best

Tiphaine