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Property displays when Lead Status changes ?

KPHub
Membre

Hi There

 

I am looking to add a property that only displays when a Contact has a specific Lead Status - is there a way of doing this?

 

We are looking at having a lost lead status for contacts and want to capture a reason ? 


We have conversations with customers where we wish to record all communications before either converting the lead status to Lost or Deal 

 

Appreciate any support?

 

Thanks


Kelly

0 Votes
1 Solution acceptée
Phil_Vallender
Solution
Membre irremplaçable

Hi @KPHub 

 

You can configure a pop-up to display specific deal properties for completion when a deal enters a specific stage - however, I don't think this what you're looking for as it can't be applied to properties on the contact object. 

Phil Vallender | HubSpot Website Agency

Voir la solution dans l'envoi d'origine

2 Réponses 2
ConnorSlivensky
Conseiller clé | Partenaire solutions Elite
Conseiller clé | Partenaire solutions Elite

What exactly do you mean by display? You can have properties that you show/hide at will in lists and such. You can have a property that just sits there unless someone looks for it or to use in AND conditions.

 

What you're describing seems to be what HubSpot uses Deals for.  Is there a reason they wouldn't work? Leads are like timelines of actual people's activity so that's where you could look at the complete timeline including deals and what the stage/outcome is/was.

 

Also knowing what suite(s)/tier you are on would help know what tools you have access to.

 

 

 

Phil_Vallender
Solution
Membre irremplaçable

Hi @KPHub 

 

You can configure a pop-up to display specific deal properties for completion when a deal enters a specific stage - however, I don't think this what you're looking for as it can't be applied to properties on the contact object. 

Phil Vallender | HubSpot Website Agency