CRM

pierrecce
Member

Registering Suppliers

SOLVE

d

0 Upvotes
2 Accepted solutions
Josh
Solution
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

Registering Suppliers

SOLVE

Hi @pierrecce,

 

What I would recommend doing is creating a custom property for that using a dropdown. This will allow you to filter your contacts based on that property as well as run reports.

 

Let me know if you'd like some assistance setting that up. Happy to help. You can put time right on my calendar here: https://app.hubspot.com/meetings/joshc15

 

Josh




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Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

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LeeHouse
Solution
Participant

Registering Suppliers

SOLVE

We have the same issue and have created a custom property for this and then use filters so we dont see them as Customers.

 

*Josh beat me to it by 44 secs 🙂

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5 Replies 5
LeeHouse
Solution
Participant

Registering Suppliers

SOLVE

We have the same issue and have created a custom property for this and then use filters so we dont see them as Customers.

 

*Josh beat me to it by 44 secs 🙂

Josh
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

Registering Suppliers

SOLVE

@LeeHouse. Nothing wrong with 2 people making the same recommendation. 🙂




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

pierrecce
Member

Registering Suppliers

SOLVE

Thank you Josh & LeeHouse !

 

Have you a tutorial for this recommendation ?

 

Regards,

0 Upvotes
Josh
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

Registering Suppliers

SOLVE

https://knowledge.hubspot.com/articles/kcs_article/contacts/how-can-i-create-a-custom-property




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Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

0 Upvotes
Josh
Solution
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

Registering Suppliers

SOLVE

Hi @pierrecce,

 

What I would recommend doing is creating a custom property for that using a dropdown. This will allow you to filter your contacts based on that property as well as run reports.

 

Let me know if you'd like some assistance setting that up. Happy to help. You can put time right on my calendar here: https://app.hubspot.com/meetings/joshc15

 

Josh




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer