Have you ever wondered how your HubSpot records were originally created? No more guesswork: the "Record Source" property gives you a clear insight into the original creation of each record.
Key benefits of the Record Source property
- Clarity and transparency: You know exactly where your data comes from, regardless of whether it was imported or entered via the user interface.
- Optimised workflows: The confusion caused by the lack of clear information about the source of the dataset made even simple tasks unnecessarily complicated. With the new feature, your workflows will now be much smoother.
- Improved data management: Filtering data and creating reports is now much easier. The Record Source property can be used throughout HubSpot, allowing you to efficiently manage your data and gain actionable insights.
- Eliminating confusion and guesswork: Falling back to original source properties has caused unnecessary confusion, especially by grouping common sources under "Offline Sources". Now you have accurate insight into the path of each record.
- User-friendly: The information is prominently displayed in the left sidebar of your portal, so you can easily access it when you need it. If you don't see it, you can find it under "All properties" and pin it to the sidebar.
Are you ready to take your CRM game to the next level? As a HubSpot Platinum Partner, we can help you get the most out of this platform.
Do you have any questions?
Send an email to hubspot@actuado.com.
