CRM

TSatellite
Member

Where do i add the 'source' when adding a new contact?

SOLVE

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?!

2 Accepted solutions
ajwiggins85
Solution
Contributor

Where do i add the 'source' when adding a new contact?

SOLVE

Hi @TSatellite

 

HubSpot has three primary contact source: 

  1. Original Lead Source: 
  2. Original Lead Source Drilldown 1: 
  3. Original Lead Source Drilldown 2: 

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. 

 

Hope this helps. 

 

Cheers, 

 

- Adam 

View solution in original post

MFrankJohnson
Solution
Thought Leader

Where do i add the 'source' when adding a new contact?

SOLVE

2019 UPDATE: Original Source may now be edited (with limitations)


- see Can I change a contact's Original source?

- see Understand 'Original source drill-down' properties

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


Frank on LinkedIn

HubSpot's Hiring World-Wide!

View solution in original post

MFrankJohnson
Solution
Thought Leader

Where do i add the 'source' when adding a new contact?

SOLVE

2019 UPDATE: Original Source may now be edited (with limitations)


- see Can I change a contact's Original source?

- see Understand 'Original source drill-down' properties

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


Frank on LinkedIn

HubSpot's Hiring World-Wide!

donrua
Contributeur de premier rang

Where do i add the 'source' when adding a new contact?

SOLVE

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?

PamCotton
Community Manager
Community Manager

Where do i add the 'source' when adding a new contact?

SOLVE

Hello @donrua , 

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.

 

Thank you,

Pam

Você sabia que a Comunidade está disponível em outros idiomas?
Participe de conversas regionais, alterando suas configurações de idioma !


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !




ajwiggins85
Solution
Contributor

Where do i add the 'source' when adding a new contact?

SOLVE

Hi @TSatellite

 

HubSpot has three primary contact source: 

  1. Original Lead Source: 
  2. Original Lead Source Drilldown 1: 
  3. Original Lead Source Drilldown 2: 

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. 

 

Hope this helps. 

 

Cheers, 

 

- Adam 

Tracie
Participant

Where do i add the 'source' when adding a new contact?

SOLVE

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. 

ajwiggins85
Contributor

Where do i add the 'source' when adding a new contact?

SOLVE

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**. 

 

Does this make sense? 

0 Upvotes
Tracie
Participant

Where do i add the 'source' when adding a new contact?

SOLVE

Where can you set it to only override if field is blank? There is a lot of fields I'd like to do this with, but based on what I've been reading, this isn't possible. https://knowledge.hubspot.com/articles/kcs_article/contacts/if-i-upload-a-csv-with-new-information-w...

 

 

Thanks.

0 Upvotes