CRM

pierrecce
Membro

Registering Suppliers

resolver

d

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Josh
Solução
Especialista reconhecido(a) | Parceiro Platinum
Especialista reconhecido(a) | Parceiro Platinum

Registering Suppliers

resolver

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
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Participante

Registering Suppliers

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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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LeeHouse
Solução
Participante

Registering Suppliers

resolver

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
Especialista reconhecido(a) | Parceiro Platinum
Especialista reconhecido(a) | Parceiro Platinum

Registering Suppliers

resolver

@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
Membro

Registering Suppliers

resolver

Thank you Josh & LeeHouse !

 

Have you a tutorial for this recommendation ?

 

Regards,

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Josh
Especialista reconhecido(a) | Parceiro Platinum
Especialista reconhecido(a) | Parceiro Platinum

Registering Suppliers

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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

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Josh
Solução
Especialista reconhecido(a) | Parceiro Platinum
Especialista reconhecido(a) | Parceiro Platinum

Registering Suppliers

resolver

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