Dashboards & Reporting

RHenry3
Member

How do I mark a Company as Dead without deleting it?

SOLVE

Hi

 

I have a list of companies and I want to mark some of them as dead

 

How can I do that and is it possible to fileter them out (but also to be able to retrieve them later?

 

Thanks

 

Ray

 

 

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How do I mark a Company as Dead without deleting it?

SOLVE

Hi @RHenry3,

 

There isn't any default feature to deactivate or inactivate records. However, you can simply create a custom property "Inactive company" by following these steps: https://knowledge.hubspot.com/crm-setup/manage-your-properties

 

I'd recommend making this a single checkbox. For inactive companies, you would check this box and could exclude contacts where this property is checked in filtered views, lists, reports.

 

That way it would be flagged clearly, they can be excluded but easily retrieved.

 

Let me know if you have any follow-up questions!

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

Beratungstermin mit Karsten vereinbaren

 

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2 Replies 2
meowops
Participant

How do I mark a Company as Dead without deleting it?

SOLVE


Not sure if this is part of an outreach campaign where you're trying to get in touch with a specific company or if there's an existing deal associated with a company. I'd suggest using contacts and/or deals to track your progress instead.

 

You can set up lead statuses on contacts associated with a specific company as well as create relevant deal stages on deals. When it's looking like it's not moving forward, instead of marking the company "dead", update the lead status to "unqualified" on the contact or move the deal stage to "lost". This way the company is untouched and you can use filters based on leads statuses or deal stages.

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

How do I mark a Company as Dead without deleting it?

SOLVE

Hi @RHenry3,

 

There isn't any default feature to deactivate or inactivate records. However, you can simply create a custom property "Inactive company" by following these steps: https://knowledge.hubspot.com/crm-setup/manage-your-properties

 

I'd recommend making this a single checkbox. For inactive companies, you would check this box and could exclude contacts where this property is checked in filtered views, lists, reports.

 

That way it would be flagged clearly, they can be excluded but easily retrieved.

 

Let me know if you have any follow-up questions!

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

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.