How does a deal inherit the original source from a contact?

SOLVE
Highlighted
New Contributor

Hi there,

Thanks for any responses in advance! 

My company is using the "original source" property to identify deal source revenue by original source channel. I understand that this is inherited from the contact associated with the company/deal. Can anyone provide some guidance on how Hubspot selects the "contact" that will influence the company/deal original source? 

Many of our deals have multiple contacts associated with them. I was curious whether one of the following is the answer:
1. Inherits the contact properties from the "oldest contact" (i.e. a contact created in 2018 vs 2019)
2. Which contact is associated with the deal first

Thank you! 

0 Upvotes
1 Accepted solution

Accepted Solutions
Highlighted
Solution
HubSpot Employee

This is a really interesting question I hadn't considered before.  I have run a few tests and the deal original source is inherited from the oldest contact's original source.   Let me know if you are seeing any examples of something else and I am happy to take a look!

View solution in original post

2 Replies 2
Highlighted
Esteemed Contributor | Elite Partner

Interesting question, I don't have the answer - but adding a note here so that I get notified when someone does answer!

Daryn Smith
Chief Strategy Officer
Huble Digital
Highlighted
Solution
HubSpot Employee

This is a really interesting question I hadn't considered before.  I have run a few tests and the deal original source is inherited from the oldest contact's original source.   Let me know if you are seeing any examples of something else and I am happy to take a look!

View solution in original post