CRM

Rik1
投稿者

Set an automatic lead status property for new companies

解決

hi,

when I add new companies they automatically get the Lifecycle stage of "Lead". Is there a way to also give new companies automatically a Lead Status after we newly add them?

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Set an automatic lead status property for new companies

解決

Hi @Rik1,

 

Yes, but this requires a Professional subscription. If you have one, you would create a company-based workflow under Menu > Automation > Workflows:

 

karstenkoehler_0-1675881245915.png

 

Without workflows, this is not possible.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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1件の返信
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Set an automatic lead status property for new companies

解決

Hi @Rik1,

 

Yes, but this requires a Professional subscription. If you have one, you would create a company-based workflow under Menu > Automation > Workflows:

 

karstenkoehler_0-1675881245915.png

 

Without workflows, this is not possible.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.