Is it possible to hide/grey-out, rather than fully deleting contacts?

SimplerAcc
Member

Hi,

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.

Thanks.

Jade. 

2 Replies 2
Fitzycath
HubSpot Employee

Hi Jade

 

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

 

Many thanks

Catherine

kestrada
HubSpot Moderator

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.

 

Regards,

Kira

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