Coming soon - Get a detailed view of why an account is flagged as spam!
view details

This post has been de-listed

It is no longer included in search results and normal feeds (front page, hot posts, subreddit posts, etc). It remains visible only via the author's post history.

1
Book of Business
Post Body

Hi Everyone,
I want to import the book of business of my B2B company to a list on Hubspot but I am facing few issues and would appreciate your thoughts on the best practice to handle it ?
1- I have lots of individual buyers within the list with no company/domain associated to them - should I create them as contacts ?
2- I have few companies also without a domain and no contact information - should I also add those as contacts ?
3- What type of list should I create here ? contact - Company or deal based list ?

Your experience and insights are truly appreciated

Author
Account Strength
90%
Account Age
7 years
Verified Email
Yes
Verified Flair
No
Total Karma
915
Link Karma
302
Comment Karma
598
Profile updated: 1 day ago
Posts updated: 6 months ago

Subreddit

Post Details

We try to extract some basic information from the post title. This is not always successful or accurate, please use your best judgement and compare these values to the post title and body for confirmation.
Posted
9 months ago