I'm looking for a way to a assign a source based on where I met the contact. For example, I go to networking event and I meet 30 people. I'd like to assign a property with the name of that event so I can quickly pull up all contacts that originated at that event. Can somene guide me how to do this?
Create a custom property called say "Referral Source" and add it to the Contact Information group of your Hub. Make the property a dropdown field and enter the names of the events as labels/options.
To achieve this, you would create a custom property, correct.
Navigate to Settings > Properties.
Click Create property.
Make sure the Object type is 'Contact', select a suitable group and choose a Label. (This label is what you're going to use in imports to address this field and what you're going to see on the contact record.)
Click next and select Multiple checkboxes.
Type in all the events as checkbox options below. It should look like this:
To achieve this, you would create a custom property, correct.
Navigate to Settings > Properties.
Click Create property.
Make sure the Object type is 'Contact', select a suitable group and choose a Label. (This label is what you're going to use in imports to address this field and what you're going to see on the contact record.)
Click next and select Multiple checkboxes.
Type in all the events as checkbox options below. It should look like this:
Create a custom property called say "Referral Source" and add it to the Contact Information group of your Hub. Make the property a dropdown field and enter the names of the events as labels/options.