Category:

Manage your HubSpot CRM database

HubSpot CRM database allows you to manage customer interactions and provides insights into the organization. The CRM manager inputs data, organizes it, nurtures relationships, and uses automation features to engage leads. The CRM manager creates personalized communication and tailors interactions to build engagement. Analytics provide real-time feedback on campaign performance.

The ultimate goal is data analysis and interpretation, allowing strategic planning and decision-making. The CRM database evolves with each customer interaction, ensuring a harmonious relationship between the organization and its clientele.

Main Features

View and set up notifications on the activity feed.
Supervise tasks and deals.
Administrate contacts properties.
Create, edit and handle company records using HubSpot CRM.
Create and import records.
Customize, associate records.

Chapter 1: Activity feed

Set up lead revisit notifications

Set up user notifications in HubSpot

View your sales notifications in the activity feed

Chapter 2 : Companies

A guide to the target accounts index page

Add a parent or child company to an existing company record

Add additional domain names to a company record

Associate activities with records

Associate records

Automatically create and associate companies with contacts

Bulk edit records

Change or remove a record's image

Create companies

Customize the create record form for each object

Customize the middle column of records

Delete CRM records

Edit, delete, or comment on an activity

HubSpot Insights on company information

HubSpot's default company properties

Import records and activities

Pin an activity on a record

Restore deleted records

Set up your import files

Sync ownership between contacts and companies

View and analyze past imports

View and edit individual records

View and edit records in the HubSpot mobile app

View and filter records on an object index page

Chapter 3: Contacts

Add an email signature in the CRM

Add and remove attachments from records

Add multiple email addresses to a contact

Check if a contact opted out of all communication

Create and edit personas

Create contacts

Create translations for your email subscription types

Default marketing statuses for newly created contacts

Delete contacts who no longer receive your marketing emails

Export contact data

HubSpot's default contact properties

Import an opt-out list

Import contacts on the HubSpot mobile app

Manage your contacts' messaging subscriptions

Merge records

Property field types in HubSpot

Search within your HubSpot account

Select properties to show in the About section on a record

Set contacts as marketing

Set contacts as non-marketing

Set up score properties to qualify contacts, companies, and deals

Understand Original and Latest source properties

Update and filter contacts using source properties

Update the lead source property

Update the lifecycle stage of contacts or companies in bulk

Use lifecycle stages

Warning: 'Some of this contact's activity has been excluded based on their IP address.'

Chapter 4 : CRM Setup

Automatically set and sync record lifecycle stages

Assign ownership of records

Create and customize lifecycle stages

Create and edit custom objects

Create and edit properties

Create and use association labels

Create and use custom object pipelines

Create custom object records

Customize the board view for deals, tickets, and custom objects

Customize the properties in the left sidebar of records

Customize the right sidebar of records

Deduplicate records in HubSpot

Edit a property value for a record

Export your records

Filter specific activities on a record timeline

Follow a record

Manage contact property formatting issues

Manage deals, tickets, and custom object records in board view

Manage enumeration property options

Mention a user in HubSpot

Organize, delete, and export properties

Prioritize deals and tickets in views with colored object tags

Repeat a past import

Resolve invalid filter errors

Restore deleted activity in a record

Search your CRM

Select properties to show on record association cards

Set default object views for users

Set up conditional logic for enumeration properties

Set validation rules for a property

Understand HubSpot's CRM migration process

View a log of exports in your account

View a record's property history

View and filter records on an object home page

View the history of an activity on a record timeline

Chapter 5 : Deals

Move a deal from one pipeline to another

HubSpot's default deal properties

Add collaborators to a deal

Automate tasks on deal stages

Create deals

Review data insights on deal views

Set up and customize your deal pipelines and deal stages

Split deal credit among users

Chapter 6 : Tasks

Create tasks

Export tasks

Receive a summary of your tasks every weekday

Sync tasks to your Google or Outlook Calendar

Use task queues

Use tasks in the HubSpot mobile app

Use the prospecting workspace

View, complete, edit, or delete tasks

How does HubSpot CRM help in lead engagement?

HubSpot CRM makes lead engagement easier by monitoring interactions to get insight into lead behavior, automating follow-up sequences, and providing personalized messages.

Can HubSpot CRM integrate with other tools?

HubSpot CRM facilitates smooth data flow and cross-platform cooperation with its numerous third-party tool connections.

What types of data can be managed in HubSpot CRM?

In addition to contacts, companies, sales, and customer interactions, HubSpot CRM can handle many more kinds of data.

Is HubSpot CRM suitable for businesses of all sizes?

Yes, HubSpot CRM is designed to accommodate businesses of various sizes, offering scalable features to meet the specific requirements of small, medium, and large enterprises.

Unleash Your True Potential with Our HubSpot Courses — Registrations Open Now

We are thrilled to announce the launch of our highly anticipated course, "HubSpot." Prepare to embark on a transformative learning journey that will redefine the way you approach Customer Relation Management.

Why HubSpot courses?

HubSpot courses are not just courses; they are gateways to unlocking your full potential in customer relations management. Dive into the world of Customer Relation Management with this course tailored to unleash your true potential as a passionate beginner.

Key Course Details:

Start Date: 4th Jan 2023
Duration: 6 Months
Format: In-person
Registration Deadline: 4th Jan 2023
Limited Seats: Act fast to secure your spot!

Questions for us?

For inquiries or more information, feel free to contact us at info@arissaindia.com
Join us on this exciting educational journey and redefine what's possible in HubSpot! We can't wait to see you in class.

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