Hi all, I’d like to see how other people have solved the scenario below:
How do you ‘tag’ a Contact that has attended a call / meeting that was booked with a Lead (lead object)?
We want that Contact to also receive relevant messaging in emails etc..but do not want to change them to a Lead as it will cause double counting in the reporting.
At this stage in the process using ABM Buying Roles Property is too soon . My thoughts so far are:
1. Associate the two contacts and add a note
2. Create a new Property under the Contact Object that can be used tag this audience
3. Create a new Lead Property that contains the HubSpot URL to the other contact.
4. Combination of all of the above – but that’s extremely time intensive!
I’m really interested to hear how everyone else is solving this 🙂
many thanks!
Nikki