La fonction de suggestion automatique permet d'affiner rapidement votre recherche en suggérant des correspondances possibles au fur et à mesure de la frappe.
Where do i add the 'source' when adding a new contact?
Résolue
We have just been to an event and i can't seem to add contacts in and stipulate where the contact was sourced from : i.e. shipping event... it seems odd this wouldn't already be available in the 'add contact' frame, so is this a bug, am i looking in the wrong place or does it genuinely not exist?!
Each of these sources automatically populate and cannot be manually updated. To track offline lead sources we created a custom contact property to add events we attend.
Where do i add the 'source' when adding a new contact?
Résolue
The answers from HS have been inadequate to me so far. Trade shows are a big driver of leads, but I don't see them addressed well in the KB articles for Original Source Drill down fields. We would be happy to use one of the drill down fields to enter the name of the trade show that the lead first came from, or just to have a generic "trade show" label, but I havent' seen information on modifying the drilldowns 1 and 2, only the Original source, which we are find with "offline". Has anyone built ways to track trade show source via HS default tools?
I would highly recommend you to please post this idea at our ideas forum (here).
Our product team, who monitors the forum regularly, can read your specific use case and understand why this would be a useful functionality or change. It also helps other customers facing the same issue to advocate for its implementation on your behalf by upvoting on the thread as well.
Each of these sources automatically populate and cannot be manually updated. To track offline lead sources we created a custom contact property to add events we attend.
Where do i add the 'source' when adding a new contact?
Résolue
If I create a custom source property, is there a way to block it from being overwritten? For example, if a lead was originally imported on a list from Tradeshow A, but then attends Tradeshow B, I don't want the original source written over.
Where do i add the 'source' when adding a new contact?
Résolue
Hi Tracie,
Yes and no. If you create a custom property and then upload a new list, you could set it so it only uploads if the field is empty. But, people would always be able to manually override this when they wanted — which kind of **bleep**.