Lesson 9: Common Contact Properties in HubSpot

In this lesson, you will learn about contact properties and how to utilise them

Introduction to Common Properties:

• Common properties are essential properties pre-defined by HubSpot for contacts.

Customising Contact View:

• Access Edit columns under Actions to tailor the view.
• Key properties include email, phone number, lifecycle stage, lead status, original source, and contact owner.

Understanding Contact Properties:

• Contact Owner:

• • 1. Assigning contact ownership either manually or through automations like workflows.
• Original Source:

• • 1. Identifying the initial source of contact creation, such as organic search, paid search, email marketing, social media, referrals, direct traffic, offline sources, or paid social.
• Lead Status:

• • 1. Tracking the stage of a contact in the sales pipeline, from new lead to opportunity or customer.
• Lifecycle Stage:

• • 1. Indicating where the contact stands in their buyer's journey, from subscriber to evangelist, with customisations available
       

Utilising Contact Properties:

• Create reports to analyse the breakdown of original source types and lead statuses.
• Tailor properties to align with business needs and reporting requirements.
• Regularly review and update contact properties for an accurate representation of contact data.