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Rik1

le ‎févr. 8, 2023 12:59 PM - dernière modification le ‎févr. 8, 2023 1:28 PM par Gestionnaire de communauté

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Set an automatic lead status property for new companies

Résolue

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?

CRM
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karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions

‎févr. 8, 2023 1:35 PM

Au panthéon de la communauté | Partenaire solutions

Set an automatic lead status property for new companies

Résolue

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

 

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1 Réponse
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions

‎févr. 8, 2023 1:35 PM

Au panthéon de la communauté | Partenaire solutions

Set an automatic lead status property for new companies

Résolue

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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Set an automatic lead status property for new companies
Hi @Rik1,   Yes, but this requires a Professional subscription. If you have one, you would create a company-based workflow under Menu > Automation > Workflows:     ...
Hi @Rik1,   Yes, but this requires a Professional subscription. If you have one, you would create a company-based workflow under Menu > Automation > Workflows:     ...
Sales
Feb 8, 2023