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PvanderValk
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Member since ‎Nov 16, 2023
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Patrick van der Valk

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PvanderValk on June 13, 2024
Hi, In the Leads Object, I am creating a Lead Source 2 custom field. This is so our BD team can indicate where Leads came. That field is different from the default Lead Source field which is not granular enough and can't be edited. My questi read more
1 upvote
4 Replies
Participant
June 13, 2024
Thanks for the insight. The way I think of Leads, is like Opportunities. Once a certain level has been reached (e.g. NDA signed, understanding there ...read more
PvanderValk on June 13, 2024
Hi, When someone fills in a form on our website, and enters their Company name, our automation immediately creates a Company based on that name. Is there a way to check to see if that company exists in HubSpot and connect the Contact with th read more
1 upvote
3 Replies
Participant
June 13, 2024
Thanks. I had the feature for automatically creating and associating companies with contacts on for a while, but that led to duplications. Someone wo...read more
Solved
PvanderValk on June 13, 2024
I am sold on using the Leads Object for our organization. However, I find the term confusing. I would prefer to use the word Opportunity. Can the Leads Object be renamed to Opportunities? TIA Patrick
0 upvote
1 Reply
Solved
PvanderValk on June 13, 2024
Hi, In the Leads Object, I am creating a Lead Source 2 custom field. This is so our BD team can indicate where Leads came. That field is different from the default Lead Source field which is not granular enough and can't be edited. My questi read more
1 upvote
4 Replies
Participant
June 13, 2024
Thanks for the insight. The way I think of Leads, is like Opportunities. Once a certain level has been reached (e.g. NDA signed, understanding there ...read more
PvanderValk on June 13, 2024
Hi, When someone fills in a form on our website, and enters their Company name, our automation immediately creates a Company based on that name. Is there a way to check to see if that company exists in HubSpot and connect the Contact with th read more
1 upvote
3 Replies
Participant
June 13, 2024
Thanks. I had the feature for automatically creating and associating companies with contacts on for a while, but that led to duplications. Someone wo...read more
Solved
PvanderValk on June 13, 2024
Hi, In the Leads Object, I am creating a Lead Source 2 custom field. This is so our BD team can indicate where Leads came. That field is different from the default Lead Source field which is not granular enough and can't be edited. My questi read more
1 upvote
4 Replies
Participant
June 13, 2024
Thanks for the insight. The way I think of Leads, is like Opportunities. Once a certain level has been reached (e.g. NDA signed, understanding there ...read more
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