How to Set Up Lead Scoring in HubSpot
How to Set Up Lead Scoring in HubSpot Updated on: Here’s a quick guide on how to set up lead scoring in HubSpot: 1. Click the settings (gear) icon in the main navigation bar. 2. Go to Properties. 3. Search for HubSpot Score and locate it in the list below. 4. Open the Field type […]
How to Import Contacts in HubSpot
How to Import Contacts in HubSpot Updated on: Here’s a step-by-step guide to importing contacts into HubSpot: 1. From the top menu, go to Contacts → Select Contacts. 2. Click the “Import” button in the top right corner. 3. Select “Import data” 4.Click Start import. 5. Choose the type of objects you want to import […]
How to Change Marketing Contact Status in HubSpot
How to change marketing contact status in HubSpot Updated on: Quick steps to set marketing or non-marketing contacts in HubSpot 1. Go to CRM > Contacts in your HubSpot account. 2. Select the contact(s) whose status you want to update. 3. Click the More dropdown in the top bar. 4. Choose Set as marketing contact […]
How to Edit Deal Stages in HubSpot
How to Edit Deal Stages in HubSpot Updated on: Here’s a step-by-step guide on how to edit deal stages in HubSpot: 1. Click the Settings (gear icon) in the top navigation bar. 2. In the left sidebar menu, go to Objects. 3. Select Deals. 4. Open the Pipelines tab. 5. From the dropdown, choose the […]
How to rename a dashboard in HubSpot
How to rename a dashboard in HubSpot Updated on: Here’s a quick guide on how to rename a dashboard in HubSpot: 1. Go to Reports > Dashboards. 2. Click on Actions in the top-right, then select Dashboard details. 3. In the pop-up panel, update the Name field. 4. Click Save to confirm. Need accurate B2B […]
How to change deal stages in HubSpot
How to change deal stages in HubSpot Updated on: Step-by-step instructions to update deal stages in HubSpot 1. Click the Settings (gear icon) in the top navigation bar. 2. In the left sidebar, go to Objects > Deals. 3. Open the Pipelines tab. 4. From the dropdown, select the pipeline you want to update (e.g., […]
How to add a new user to HubSpot
How to add a new user to HubSpot Updated on: Here’s a quick guide on how to add a new user in HubSpot: 1. Click the settings icon (gear) in the top navigation bar. 2. In the left sidebar, go to Users & Teams. 3. In the top right, select Create user. 4. Enter the […]
How to merge contacts in HubSpot
How to merge contacts in HubSpot Updated on: Here’s a quick guide on how to merge contacts in HubSpot: 1. In the CRM, click the Contacts dropdown arrow. 2. Open the preview of the contact you want to merge. 3. Click on the Actions menu. 4. Select Merge from the dropdown options. 5. Choose the […]
How to merge companies in HubSpot
How to merge companies in HubSpot Updated on: Here’s a step-by-step guide on how to merge companies in HubSpot: 1. Navigate to CRM and click Companies . 2. Open the preview of the company you want to merge. 3. Click on the Actions menu. 4. Select Merge from the dropdown. 5. Search for and select […]
Where to find the unsubscribed list in HubSpot
Where to find the unsubscribed list in HubSpot Updated on: Here’s a quick guide on how to find unsubscribed contacts in HubSpot: 1. In the top menu, click CRM→ Contacts. 2. Click (Advance Filters) in the contacts view. 3. Enter Opted out of email 4. Choose the option. 5. Select is true (or Yes) for […]