Добавлено: Чт Сен 22, 2022 3:31 am Заголовок сообщения: 14 Tips That Will Change Your Life on Hubspot!
HubSpot is a platform that now allows us to do so many different things that we rarely exploit it 100%. The goal of this article is not to turn you into a HubSpot ninja in just 15 minutes, but to share with you 14 concrete tips from our experience to help you save time on a daily basis while improving the performance of your campaigns. CRM 1. Customize columns This is a core HubSpot feature, included regardless of license level. However, 7 times out of 10 when a customer shares his screen with us, we realize that he has not taken the time to customize the columns displayed and to create additional views. In this example, the third column contains the phone number.
If the email address is more important information for you, simply drag and drop the desired column to the location that suits you. If the property you want to display is not already in one of the columns, click in this case on [Table action] then [Modify columns]. You can then search for the desired property, and position it in the Whatsapp Mobile Number List of your choice. Note that if in this example it is a “contacts” view, this tip is also valid for the “company”, “tickets”, or even “advertisements” view. 2. Customize the properties displayed in a contact card If you have never modified the properties displayed on a contact card, it is possible that you will waste time scrolling (or worse, clicking on “display all properties”) each time you enter a contact card to access information that interests you. Again, it is possible (and recommended) to customize the displayed properties.
To do this scroll down the left section, and click on [Show all properties. Then, in the left part, you can organize the order of the properties that will be displayed, delete some unnecessary ones, or add new ones by clicking on [Add to view]. This tip, too, is also valid for a company, transaction or ticket sheet. Note : The properties displayed and their order can be defined at your company level by your administrator. However, it is still possible to customize them individually, and the method we have just seen only affects your view, and in no case that of your colleagues. Feel free to customize this view to your specific needs. 3. Create Custom Views Another basic feature of HubSpot, and yet largely underused.