CRM

pierrecce
Membre

Registering Suppliers

Résolue
0 Votes
2 Solutions acceptées
Josh
Solution
Expert reconnu | Partenaire solutions Platinum
Expert reconnu | Partenaire solutions Platinum

Registering Suppliers

Résolue

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

Voir la solution dans l'envoi d'origine

LeeHouse
Solution
Participant

Registering Suppliers

Résolue

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 🙂

Voir la solution dans l'envoi d'origine

5 Réponses
LeeHouse
Solution
Participant

Registering Suppliers

Résolue

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
Expert reconnu | Partenaire solutions Platinum
Expert reconnu | Partenaire solutions Platinum

Registering Suppliers

Résolue

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




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Josh Curcio

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

pierrecce
Membre

Registering Suppliers

Résolue

Thank you Josh & LeeHouse !

 

Have you a tutorial for this recommendation ?

 

Regards,

0 Votes
Josh
Expert reconnu | Partenaire solutions Platinum
Expert reconnu | Partenaire solutions Platinum

Registering Suppliers

Résolue

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 Votes
Josh
Solution
Expert reconnu | Partenaire solutions Platinum
Expert reconnu | Partenaire solutions Platinum

Registering Suppliers

Résolue

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