Using HubSpot to track conferences, events, etc. as a public speakerSOLVE
May 31, 2018 7:06 PM
I'm new to Hubspot, looking for advice on how to set up a system to track conference leads. For instance, a conference is in October 2018 and has a call for speakers in February. How do I set up a system to track the conferences (that may have multiple contacts). Do I add them as a "company"?
Sorry for the newbie questions, thanks for any advice on setting up the systems properly.
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Jun 18, 2018 4:59 AM - edited Aug 17, 2019 6:29 AM
>>So, if I have 50 conferences for instance that I am contacting - would each contact have a drop down?
That's up to you @sharradog.
HubSpot gives you the freedom to set this up in many different ways. In our model, there's only one dropdown at the Company level -- the venue.
>>Could I maybe organize them by Quarter? So that each dropdown field is Q1-2019, Q2-2019 ?
Yes. Excellent idea.
However, we'd recommend using names like 2019-Q1, 2019-Q2, 2020-Q1, 2020-Q2 instead. That way, if/when we eventually need to export and sort our list at some point in the future it sorts in a meaningful way.
Bottom line is that you have options. You can build the solution that best suits your specific use case.