Original Source type auto-generate fail

SOLVE
davidmurray
Participant

When a Contact comes into our system, and then we create a New Deal for it, the Original Lead Source we choose then changes within 1 minute of the New Deal being created. I think the auto-generate feature for Original Source Type interferes with what we have manually chosen and to be honest it's a real nightmare because all our Deals have incorrect Original Source Types without realising it for some time. Is there a way to avoid this/solve this? If we used Original Source Type Data 1/2 would this avoid the auto-generate error?

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Accepted Solutions
JessicaH
Solution
HubSpot Alumni

Hi @davidmurray,

 

Thanks for reaching out.

I wanted to share these resources with you as they explain the source properties in more detail:

 

If you want to make sure that the value doesn't change I would recommend setting up your own custom property.

 

I hope this helps.

Take care!

Jess 

 


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JessicaH
Solution
HubSpot Alumni

Hi @davidmurray,

 

Thanks for reaching out.

I wanted to share these resources with you as they explain the source properties in more detail:

 

If you want to make sure that the value doesn't change I would recommend setting up your own custom property.

 

I hope this helps.

Take care!

Jess 

 


Wusstest du, dass es auch eine DACH-Community gibt?
Nimm an regionalen Unterhaltungen teil, in dem du deine Spracheinstellungen änderst !


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


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davidmurray
Participant

Hi Jess,

 

The create new property is the solution I was looking for! Thank you very much.

 

Kind regards,

 

David

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