Contact Information Flashcards

1
Q

Annual revenue

A

annual company revenue

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2
Q

Became a lead date

A

the date that the contact’s lifecycle stage changed to Lead. This is automatically set by HubSpot for each contact. The property will clear its value if a contact’s lifecycle stage is moved to a lesser value.

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3
Q

Became a marketing qualified lead date

A

the date that the contact’s lifecycle stage changed to Marketing Qualified Lead. This is automatically set by HubSpot for each contact. The property will clear its value if a contact’s lifecycle stage is moved to a lesser value.

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4
Q

Became a sales qualified lead date

A

the date that the contact’s lifecycle stage changed to Sales Qualified Lead. This is automatically set by HubSpot for each contact. The property will clear its value if a contact’s lifecycle stage is moved to a lesser value.

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5
Q

Became a subscriber date

A

the date that the contact’s lifecycle stage changed to Subscriber. This is automatically set by HubSpot for each contact.

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6
Q

Became an evangelist date

A

the date that the contact’s lifecycle stage changed to Evangelist. This is automatically set by HubSpot for each contact. The property will clear its value if a contact’s lifecycle stage is moved to a lesser value.

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7
Q

Became an opportunity date

A

the date that the contact’s lifecycle stage changed to Opportunity. This is automatically set by HubSpot for each contact. The property will clear its value if a contact’s lifecycle stage is moved to a lesser value.

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8
Q

Became an other lifecycle date

A

the date that the contact’s lifecycle stage changed to Other. This is automatically set by HubSpot for each contact. The property will clear its value if a contact’s lifecycle stage is moved to a lesser value.

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9
Q

Business units

A

the business units the contact is assigned to.

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10
Q

Buying role

A

the role that the contact plays during the sales process. You can select more than one role. The property value plays a part in HubSpot’s account-based marketing features. You can edit the property to add new buying roles, but the default values cannot be deleted. Learn more about some of the different buying roles you might encounter during your sales process.

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11
Q

Campaign of last booking in meetings tool

A

this UTM parameter shows which marketing campaign (e.g. a specific email) referred the contact to the meetings tool for their most recent booking. This property is only populated when you add tracking parameters to your meeting link.

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12
Q

City

A

the contact’s city of residence.

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13
Q

Close date

A

the date that the contact became a Customer. This property is set automatically by HubSpot when a deal or opportunity is marked as closed-won. It can also be set manually or programmatically.

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14
Q

Company name

A

the name of the contact’s company. This is separate from the Name property of the contact’s associated company and can be set independently.

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15
Q

Associated company

A

shows the Name property of the associated company that the contact is associated to, and is directly affected by automatic association or manual association with the company record. In the contact record, you can see the associated company in the right panel under the Company section.

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16
Q

Contact owner

A

the owner of the contact. This can be any HubSpot user or Salesforce integration user and can be set manually or via Workflows. You can assign additional users to the contact record by creating a custom HubSpot user field type property.

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17
Q

Contact Priority

A

(Marketing Hub Enterprise, Sales Hub Enterprise, and Service Hub Enterprise only): a ranking system of contacts evenly assigned into four tiers. Contacts in tier one are more likely to become customers than contacts in tier four.

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18
Q

Contact unworked?

A

an indication if the contact has been worked. If it is true, the contact has not been assigned to an owner, or does not have a sales activity logged in its timeline since the contact was assigned its latest owner.

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19
Q

Country/Region

A

the contact’s country of residence. This might be set via import, form, or integration.

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20
Q

Create date

A

the date that the contact was created in your HubSpot account.

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21
Q

Created by user ID

A

the user that created the contact. This value is automatically set by HubSpot and cannot be modified.

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22
Q

Date of last meeting booked in meetings tool

A

the date of the meeting that is booked the farthest out from the current date. For example, if a meeting is booked for December 1st, and another meeting is booked for December 7th, the property value will appear as December 7th.

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23
Q

Days to close

A

the number of days that elapsed from when the contact was created until they closed as a customer. This is set automatically by HubSpot and can be used for segmentation and reporting.

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24
Q

Email

A

the contact’s primary email address.

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25
Q

Email domain

A

the contact’s email domain.

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26
Q

Fax number

A

the contact’s primary fax number.

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27
Q

First deal created date

A

the create date of the first deal the contact is associated to.

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28
Q

First name

A

the contact’s first name.

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29
Q

HubSpot score

A

the number that shows qualification of contacts to sales readiness based on the criteria set in HubSpot’s lead scoring tool.

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30
Q

HubSpot team

A

the team assigned to the contact owner for the contact.

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31
Q

Industry

A

the contact’s industry. A simple text field.

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32
Q

Job title

A

the contact’s job title.

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33
Q

Last activity date

A

the last date and time an activity was logged on the contact’s record. Possible activities include a note, call, tracked and logged sales email, meeting, message, task, or chat. This is set automatically by HubSpot based on the most recent date/time set for an activity. For example, if a user logs a call and indicates that it occurred the day before, the Last activity date property will show yesterday’s date.

34
Q

Last contacted

A

the last date and time a chat conversation, call, sales email, meeting, or message was logged for the contact. This is set automatically by HubSpot based on the latest date of the activities in the record. For example, the Last contacted property in the record will show yesterday’s date when a user logs a call that occurred the day before.

35
Q

Last name

A

the contact’s last name.

36
Q

Last modified date

A

the last date and time that a property related to the contact was modified. For example, if today a user logs a call from the previous day, the Last modified date property will show today’s date.

37
Q

Last NPS survey comment

A

(Service Hub Professional and Enterprise only): the last NPS survey comment that the contact gave.

38
Q

Last NPS survey date

A

(Service Hub Professional and Enterprise only): the date that the contact last submitted a NPS survey response.

39
Q

Last NPS survey rating

A

(Service Hub Professional and Enterprise only): the last NPS survey rating that the contact gave.

40
Q

Last engagement date

A

the last date and time of one-to-one email opens and clicks, lead revisit notifications, meeting bookings, and form submissions on the contact record. This is set automatically by HubSpot based on the date/time set for an activity when it’s logged on the record only when the Contact owner property has a value.

41
Q

Last sequence enrolled

A

the unique ID of the last sequence that the contact was enrolled in.

42
Q

Last sequence enrolled date

A

the date the contact was enrolled into a sequence. This is the date a user enrolled a contact in a sequence, not necessarily the date of the first step that executed.

43
Q

Last sequence ended date

A

the date that the contact was last unenrolled from a sequence.

44
Q

Lead status

A

the contact and company property that indicates where the contact or company is within a buying cycle as a lead. Learn about the difference between Lead status and Lifecycle stage.

45
Q

Likelihood to close

A

(Marketing Hub Enterprise and Sales Hub Enterprise only): the probability that the contact will become a customer within the next 90 days. This score is based on demographic information in standard contact properties and interactions logged in the contact timeline such as tracked email clicks and meetings booked.

46
Q

Lifecycle stage

A

a property used to indicate at what point the contact is within the marketing/sales process. It can be set through imports, forms, workflows, or manually on a per contact basis.

47
Q

Marketing contact status

A

(Marketing Hub Starter, Professional, or Enterprise only): indicates if the contact is currently a marketing or non-marketing contact.

48
Q

Marketing contact status source type

A

(Marketing Hub Starter, Professional, or Enterprise only): indicates the tool that set the latest value in the contact’s marketing contact status.

49
Q

Marketing contact status source name

A

(Marketing Hub Starter, Professional, or Enterprise only): indicates the ID of the specific activity that set the latest value in the contact’s marketing contact status.

50
Q

Marketing contact until next update

A

(Marketing Hub Starter, Professional, or Enterprise only): indicates if the contact will become a marketing or non-marketing contact upon the next update date.

51
Q

Message

A

a default property to be used for any message or comments the contact may want to leave on a form.

52
Q

Medium of last booking in meetings tool

A

this UTM parameter shows which channel (e.g. email) referred the contact to the meetings tool for their most recent booking. This property is only populated when you add tracking parameters to your meeting link.

53
Q

Mobile phone number

A

the contact’s mobile phone number. The phone number is validated and formatted automatically by HubSpot based on the country code. You can select to turn off automatic formatting on a contact record, either when editing the Mobile phone number property, or adding a phone number to call.

54
Q

Next activity date

A

the date of the next upcoming activity for the contact. This is set automatically by HubSpot based on user actions in the contact record. This includes logging a future call, sales email, or meeting, scheduling a future meeting, or scheduling a task to be completed in the future. Emails and tasks scheduled in a sequence do not update this property.

55
Q

Now in sequence

A

(Sales Hub Starter, Professional, and Enterprise only): indicates whether or not the contact has been enrolled in a sequence. This is set automatically to “true” when the contact is currently enrolled in a sequence.

56
Q

Number of associated deals

A

the total number of all associated deals.

57
Q

Number of employees

A

the number of company employees.

58
Q

Number of sales activities

A

the total number of sales activities logged for the contact.

59
Q

Number of sequences enrolled

A

the number of times a contact was enrolled into a sequence.

60
Q

Number of times contacted

A

the total number of times the contact had a logged sales activity.

61
Q

Owner assigned date

A

the most recent date that the contact owner was assigned to the contact. This is set automatically by HubSpot and can be used for segmentation and reporting.

62
Q

Persona

A

the contact’s persona.

63
Q

Phone number

A

the contact’s primary phone number. The phone number is validated and formatted automatically by HubSpot based on the country code. You can select to turn off automatic formatting on a contact record, either when editing the Phone number property, or adding a phone number to call.

64
Q

Postal code

A

the contact’s zip code.

65
Q

Preferred language

A

the contact’s preferred language for communications. This might be set via import, form, or integration.

66
Q

Recent deal amount

A

the value of the last closed-won deal associated with that contact.

67
Q

Recent deal close date

A

the date of the last associated deal that was closed as won.

68
Q

Recent sales email clicked date

A

(Sales Hub Professional and Enterprise only): the date of the last time that the contact clicked on a sales email.

69
Q

Recent sales email open date

A

the date of the last time that the contact opened a sales email. This property does not update for emails that were sent to more than one contact.

70
Q

Recent sales email replied date

A

the date of the last time that the contact replied to a sales email sent from your connected G Suite or Outlook 365 email account.

71
Q

Record ID

A

the unique identifier for the contact. This field is set automatically and cannot be edited. This can be used when updating contacts through importing or through API.

72
Q

Salutation

A

the title used to address the contact.

73
Q

Source of last booking in meetings tool

A

this UTM parameter shows which site (e.g. Twitter) referred the contact to the meetings tool for their most recent booking. This property is only populated when you add tracking parameters to your meeting link.

74
Q

State/Region

A

the contact’s state of residence.

75
Q

Street address

A

the contact’s street address, including apartment or unit #.

76
Q

Time between contact creation and deal close

A

(Marketing Hub Professional and Enterprise only): the amount of time between when a contact was created and when the contact’s lifecycle stage became Customer.

77
Q

Time between contact creation and deal creation

A

(Marketing Hub Professional and Enterprise only): the amount of time between when a contact was created and when the contact was associated with a deal.

78
Q

Time zone

A

the contact’s time zone. This property is set manually by selecting a pre-defined time zone.

79
Q

Total revenue

A

total dollar amount of all associated deals that have been closed as won.

80
Q

Website URL

A

the contact’s company website.