I want to know which destination my clients choose the most.
SOLVE
I use HubSpot for a travel agency, and I don't have any products as such loaded since each request is a new, personalized business. I would like to know how I can get information about which destination is the most requested among all the deals opened by my team. I've been looking for a property to include in the deal form but haven't found one that works for what I'm looking for. What would be your recommendations for the coming months to be able to have a report on these destinations? Thank you very much for taking the time to read and answer.
A custom property is the right way to go. If there is a defined, finite list of destinations, I'd recommend a drop-down property. If that seems too restrictive, single line text will also work.
Once you populate this, you can either build reports (Professional subscription required) or export your deals to create reports outside of HubSpot.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
A custom property is the right way to go. If there is a defined, finite list of destinations, I'd recommend a drop-down property. If that seems too restrictive, single line text will also work.
Once you populate this, you can either build reports (Professional subscription required) or export your deals to create reports outside of HubSpot.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer