How to Change Owner for the Dashboards in HubSpot
How to Change Owner for the Dashboards in HubSpot Updated on: Looking for prospects who’ve recently switched roles? Here’s how to find them on LinkedIn: 1. Open Lead Filters in Sales Navigator. 2. Switch on the ‘Changed jobs’ filter so we only see leaders who recently moved into a new role. 3. Set the Company […]
How to Manage Access for the Dashboards in HubSpot
How to Manage Access for the Dashboards in HubSpot Updated on: Looking for prospects who’ve recently switched roles? Here’s how to find them on LinkedIn: 1. You clicked Reporting > Dashboards. 2. You clicked Manage dashboards from the left panel. 3. You selected the dashboard you wanted to update. 4. You clicked Manage access. 5. […]
How to Check Activity Log in HubSpot Dashboard
How to Check Activity Log in HubSpot Dashboard Updated on: Looking for prospects who’ve recently switched roles? Here’s how to find them on LinkedIn: 1. Open Lead Filters in Sales Navigator. 2. Switch on the ‘Changed jobs’ filter so we only see leaders who recently moved into a new role. 3. Set the Company headcount. […]
How to View and Edit Dashboard Details in HubSpot
How to View and Edit Dashboard Details in HubSpot Updated on: Want to update your HubSpot dashboard info? Here’s how to view and edit the details: 1. Click Reporting > Dashboards. 2. Click Actions. 3. Click on Dashboard details. 4. Review or update the title, description, and visibility. 5. (Optional) Select Show the description on […]
How to Clone a Dashboard in HubSpot
How to Clone a Dashboard in HubSpot Updated on: Need a copy of your HubSpot dashboard? Here’s how to clone it: 1. Click Reporting > Dashboards. 2. Click Actions. 3. Click on Clone. 4. Name the Dashboard with a different name. 5. Click Clone Dashboard. Need accurate B2B data? Get 150M+ verified leads today for […]
How to Add Images, Text, or Video in HubSpot Dashboard
How to Add Images, Text, or Video in HubSpot Dashboard Updated on: Want to customize your HubSpot dashboard with images, text, or video? Here’s how: 1. Click Reporting > Dashboards. 2. Click Actions. 3. Click on Add images, text, or video. 4. Add the title and content, then insert the image or video. 5. You […]
How to Email Your Dashboard to Your Team in HubSpot
How to Email Your Dashboard to Your Team in Hubspot Updated on: Want to share your HubSpot dashboard with your team? Here’s how to email it: 1. Click Create Dashboard. 2. Your dashboard has been created. Now, click Go to your dashboard. 3. Click the Share button. 4. Choose Email this Dashboard. 5. Enter your […]