How to Manage Contacts in HubSpot like a Pro! (HubSpot Contacts Tutorial)
Тәжірибелік нұсқаулар және стиль
Today, I share how to manage contacts inside HubSpot.
Learn how to navigate and manage your contacts with effective contact management.The goal of this video is to make sure you are comfortable with navigating using HubSpot for contact management.
👉 Get started with HubSpot for free here ➜
hubspot.sjv.io/c/2844094/9761...
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► Today we navigate through the below chapters for this HubSpot contact management tutorial:
0:00 Intro
01:03 Getting started
01:47 Import or sync contacts
02:20 Add contacts
05:08 Email integration
06:00 Custom views
08:04 Columns
09:26 Lists
12:43 Outro
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Let me know if you found this HubSpot contact management tutorial. Also, if you require any help or support, make sure to get in touch with us today.
Thanks for watching and enjoy!
#hubspot #crm #contactmanagement
Пікірлер: 9
Stewart - definitely helpful. Appreciate you taking the time to share. Next steps for me are getting contacts organized and laying out the email marketing campaign. Do you have any videos on organizational or marketing strategies?
@StewartGauld
Жыл бұрын
Glad it was helpful!
Hi Stewart, I have just started working on HubSpot. Could you pls help me understand how can I overwrite one field information to another. For instance if Industry field is updated at Contact level but are missing at Deal and Company level. How can I copy or overwrite such fields to company, contact or Deal?
@StewartGauld
Жыл бұрын
Hey! Good question. You can choose what fields are important to you and remove the values that are not required.
Hi. Helpful video. Do you know if it is also possible to edit records in a table view individually as if the view was a spreadsheet; i.e. tab or enter to next cell, edit or paste, tab to next cell etc.?
@StewartGauld
4 ай бұрын
Hey! Yes you can edit them from the contacts/accounts interface, no need to open up each record to edit.
@windscape6099
4 ай бұрын
Thanks @@StewartGauld , If you know of any videos - yours or others - that show this, feel free to point me to them.
❤
@StewartGauld
Жыл бұрын
Thanks