CRM

Valuable insight on all the CRM related tools in HubSpot. Including contact, companies and properties.

• How do I set up custom objects in HubSpot?
• How do you create custom properties within HubSpot?
• How do I automatically associate a contact with a company?
• How do I bulk edit records?
• How do I associate more than one company to a contact?
• How do I use the Operations Hub?
• How do I add a parent or child company to an existing company record?
• How do I use the Operations Hub data cleanse tool to capitalise properties?
• How do I export records from HubSpot?
• How do I choose properties shown when creating a new object?
• How do I choose properties shown on an object record?
• How to set up CRM conditional sectioning
• How do I use Flexible Associations in HubSpot?
• How can I clean out my CRM?
• How can I view the history for any property in HubSpot?
• How can I manage duplicate contacts in my HubSpot portal?
• What's the difference between active and static lists?
• What features are in the HubSpot CRM?
• How do I filter contacts and companies in HubSpot?
• How can I create lists for data segmentation?
• How do I set up personas in HubSpot?
• How do I assign contacts to personas?
• How do I set up lead scoring in HubSpot?