Lists, Lead Scoring & Workflows

simplycomplex
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Is there a way to put a company in inactive status without deleting them?

解決

We want to inactivate companies that don't fit our target but still want them in our data base so that we don't continue to contact them.  Some have suggested deleting but we don't want our sales teams cold calling on them if they don't see them listed in our customer database.  

Any suggestions is appreciated 

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Phil_Vallender
解決策
最優秀メンバー | Diamond Partner
最優秀メンバー | Diamond Partner

Is there a way to put a company in inactive status without deleting them?

解決

Hi @simplycomplex 

 

I would probably recommend that you move the company lifecycle stage to other. Ideally, you would turn on the feature that maps lifecycle stage to the contacts, or use a workflow to do it, so that they could then been excluded/supressed from email marketing and nurturing workflows, and exlcuded from reps' views.

 

Hope this helps.

Phil Vallender | HubSpot Website Agency

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1件の返信
Phil_Vallender
解決策
最優秀メンバー | Diamond Partner
最優秀メンバー | Diamond Partner

Is there a way to put a company in inactive status without deleting them?

解決

Hi @simplycomplex 

 

I would probably recommend that you move the company lifecycle stage to other. Ideally, you would turn on the feature that maps lifecycle stage to the contacts, or use a workflow to do it, so that they could then been excluded/supressed from email marketing and nurturing workflows, and exlcuded from reps' views.

 

Hope this helps.

Phil Vallender | HubSpot Website Agency