How does a deal inherit the original source from a contact?SOLVE
Aug 31, 2020 7:50 PM
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
Solved! Go to Solution.
Sep 1, 2020 8:18 AM
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!