CRM

pierrecce
Mitglied

Registering Suppliers

lösung

d

0 Upvotes
2 Akzeptierte Lösungen
Josh
Lösung
Trendsetter/-in | Platinum Partner
Trendsetter/-in | Platinum Partner

Registering Suppliers

lösung

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

Lösung in ursprünglichem Beitrag anzeigen

LeeHouse
Lösung
Teilnehmer/-in

Registering Suppliers

lösung

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 🙂

Lösung in ursprünglichem Beitrag anzeigen

5 Antworten
LeeHouse
Lösung
Teilnehmer/-in

Registering Suppliers

lösung

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
Trendsetter/-in | Platinum Partner
Trendsetter/-in | Platinum Partner

Registering Suppliers

lösung

@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
Mitglied

Registering Suppliers

lösung

Thank you Josh & LeeHouse !

 

Have you a tutorial for this recommendation ?

 

Regards,

0 Upvotes
Josh
Trendsetter/-in | Platinum Partner
Trendsetter/-in | Platinum Partner

Registering Suppliers

lösung

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




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

0 Upvotes
Josh
Lösung
Trendsetter/-in | Platinum Partner
Trendsetter/-in | Platinum Partner

Registering Suppliers

lösung

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