Tracking offline biz dev sources and sib source

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JLane02
Member

We have several offline sources of busionss development opportunities that we need to track.  Here's an example:  Conferences, Referral Execs.

 

Source --> Sub source:

  • Ex 1. Conferernce --> HubSpot Delight 2021
  • ex 2. Referral --> Jane Doe

What is the best way to trck these?  I was told to create a custom property then use that in the Contact and Deal objects.  But, when I tried to create a custom property, there was no way to create a sub-source option. 

 

Any ideas?  

 

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Accepted Solutions
karstenkoehler
Solution
Most Valuable Member

Hi @JLane02,

 

A custom property is definitely the optimal way to go here and correct, it's not possible to create dependent properties. (Yet?)

 

There aren't any satisfying workarounds here. You could either include information about both source levels in one property:

 

"Conference - HubSpot Delight 2021"

"Referral - Jane Doe"

 

Or you would would work with two properties, not associated to each other at all and completely independent. Someone would be able to input "Conference" in level 1 and "Jane Doe" in level 2. With a good documentation and tutorial for everyone involved, this risk can probably be minimized. This would be the option that I'd recommend.

 

Hope this helps!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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2 Replies 2
MiaSrebrnjak
Community Manager

Hi @JLane02,

 

Thank you for reaching out to the Community! 

As a starting point, I wanted to share these 2 Knowledge Base articles, which can help you understand how HubSpot properties work: 

I also wanted to tag a couple of subject matter experts: @Mike_Eastwood@BethanyH@smoore@Ben_M do you have any tips you can share with @JLane02?

 

Thanks!

 

Mia   


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karstenkoehler
Solution
Most Valuable Member

Hi @JLane02,

 

A custom property is definitely the optimal way to go here and correct, it's not possible to create dependent properties. (Yet?)

 

There aren't any satisfying workarounds here. You could either include information about both source levels in one property:

 

"Conference - HubSpot Delight 2021"

"Referral - Jane Doe"

 

Or you would would work with two properties, not associated to each other at all and completely independent. Someone would be able to input "Conference" in level 1 and "Jane Doe" in level 2. With a good documentation and tutorial for everyone involved, this risk can probably be minimized. This would be the option that I'd recommend.

 

Hope this helps!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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

View solution in original post