Sep 21, 2020 6:34 AM
We have Hubspot connected to a third-party lead-generating service, so we get many contacts imported for which we don't get the business.
Rather than deleting them all, it'd be good if we could hide or grey-out some of these, as it may be that they will come back to us later, so we would still have a record fo the communications to date. Is this possible?
We basically want to have a clear way of identifying which are active clients, which are ongoing, live leads and which are closed leads.
Sep 21, 2020 8:00 AM
Do you currently use Lifecycle Stages? If not, this may be a good option to use to help you classify contacts. You can also add some custom lifecycle stages that meet your own classification.
You can learn more here https://knowledge.hubspot.com/contacts/use-lifecycle-stages
Sep 21, 2020 8:14 AM
Hi there @SimplerAcc ,
Thanks for your post and I hope you are keeping well.
A good option is using the lifecycle stages as @Fitzycath suggested. It will be a great way to classified the interests and stage of your customers.
Also to bear in mind, when you delete a contact from your account, this can always be accessible and restorable for the next 90 days.
Read more about this option here: https://knowledge.hubspot.com/contacts/restore-deleted-contacts-companies-deals-or-tickets
Another possible option is that you create lists of the contacts not engaged, export them in a CSV and action them later on if you need them by import them again within Hubspot: https://knowledge.hubspot.com/crm-setup/import-objects
Personally, I think, organizing them and segmenting them it will be the best option.
Find a great guide about how to organize your customers to grow better here.
You may also be interested in this certification:
I hope this helps you. Please let us know how did segmentation worked for you if you decide to implement it.
Always happy to hear more about your experiences.