CRM

SNicholls6
Participant

'Tagging' Contacts?

SOLVE

This may not need tagging in the HubSpot definition, but I need a way of when a proposal becomes a deal, then adding something to that relevant contact pr company to signify they are a client - I could do it in notes but could not then select a view for clients, ex-clients etc which I would like to be able to do.

 

Thanks

1 Accepted solution
Lucila-Andimol
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

'Tagging' Contacts?

SOLVE

Hey @SNicholls6 

it is standard in HubSpot that when a contact/company has an associated deal the lifecycle stage is set to "Opportunity". so if you want to know all the contacts/company that you had work/quoted in the past, you should filter Lifecycle stage is Opportunity.

If that deal ended up closed one, the lifecycle stage property is set automatically to Customer. (again, if you want to filter: Lifecycle stage is Customer)

Here is some info on how this work

The difficult part comes to differencitate active customers from ex-customer. Here you can create a custom property to set this values. Or a date property with the end service date.

Here is some info on how to create custom properties

 

hope this helps

María Lucila Abal | COO Andimol
HubSpot Expert, Community Champion & Certified Trainer (12+ years)

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Lucila-Andimol
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

'Tagging' Contacts?

SOLVE

Hey @SNicholls6 

it is standard in HubSpot that when a contact/company has an associated deal the lifecycle stage is set to "Opportunity". so if you want to know all the contacts/company that you had work/quoted in the past, you should filter Lifecycle stage is Opportunity.

If that deal ended up closed one, the lifecycle stage property is set automatically to Customer. (again, if you want to filter: Lifecycle stage is Customer)

Here is some info on how this work

The difficult part comes to differencitate active customers from ex-customer. Here you can create a custom property to set this values. Or a date property with the end service date.

Here is some info on how to create custom properties

 

hope this helps

María Lucila Abal | COO Andimol
HubSpot Expert, Community Champion & Certified Trainer (12+ years)

Have questions? Get answers:

Get Premium Support

Did my post help answer your question? Mark this as a solution.

0 Upvotes
SNicholls6
Participant

'Tagging' Contacts?

SOLVE

Thanks 🙂 if I'm trying to be as 'smart' as possible here, the lifecycle stages would seem to be the best way to go? So where do I go to edit lifecycle stages? Can't find the option

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

'Tagging' Contacts?

SOLVE

@SNicholls6 they are, yes 🙂

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

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

'Tagging' Contacts?

SOLVE

Hi @SNicholls6,

 

In HubSpot tagging is done through properties: https://knowledge.hubspot.com/properties/create-and-edit-properties

 

Once created, you can mark records accordingly.

 

For a client status, consider using the existing fields on contact and company "Lifecycle stage": https://knowledge.hubspot.com/records/use-lifecycle-stages

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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0 Upvotes