Dashboards & Reporting

HuskyLogic
Member

Custom fields

SOLVE
I recently started reading Referral of a lifetime. In the book it advised that we catagorize our contacts into group a,b,c, and d. Is there a way to add a custom field that would allow me to do this?
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1 Accepted solution
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Custom fields

SOLVE

Hi @HuskyLogic

 

You can certianly create custom properties to contain your categorization. See more info here: Create custom properties

 

Hope this helps.

Phil Vallender | HubSpot Website Agency

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Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Custom fields

SOLVE

Hi @HuskyLogic

 

You can certianly create custom properties to contain your categorization. See more info here: Create custom properties

 

Hope this helps.

Phil Vallender | HubSpot Website Agency
0 Upvotes