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 […]
How to Create an Invoice in HubSpot
How to Create an Invoice in HubSpot Updated on: Here’s a step-by-step guide on how to create an invoice in HubSpot: 1. Go to Commerce and select Invoices. 2. Choose the option and click Create Invoice. 3. Enter the Billing Contact and Company, then select the Billing and Shipping Address. (Optionally, add […]
How to delete an invoice in HubSpot
How to delete an invoice in HubSpot Updated on: Here’s a quick guide on how to delete an invoice in HubSpot: 1. Navigate to Commerce and select Invoices. 2. Choose the invoice you want to delete. 3. Confirm and Click Delete. 4. The invoice will be removed successfully. Need accurate B2B data? Get 200M+ verified […]
How to build a header in HubSpot
How to build a header in HubSpot Updated on: Here’s a step-by-step guide on how to build a header in HubSpot: 1. Go to Content→ Website Pages. 2. Click create or edit with your existing website pages. 3. Select a template with a header (or start with a blank one). 4. Use the drag-and-drop editor […]
How to add a signature in HubSpot forms
How to add a signature in HubSpot forms Updated on: Here’s a quick guide on how to add an email signature in HubSpot: 1. Click Settings in the top-right corner. 2. In the left sidebar, go to General. 3. Open the Email tab. 4. Under the Configure section, select Edit Email […]
How to mark a task as complete in HubSpot
How to mark a task as complete in HubSpot Updated on: Here’s a quick guide on how to mark a task as complete in HubSpot: 1. Go to Sales → Tasks. 2. Select the checkbox next to the task you want to complete. 3. Click Mark as Complete. 4. After completing all tasks, a prompt […]
How to Create Task in Hubspot
How to Create Task in Hubspot Updated on: Here’s a quick guide on how to create a task in HubSpot: 1. Go to Sales → Tasks. 2. Click Create Task. 3. Enter a Title and select the Priority for the task. 4. Set a Due Date and, if needed, add a Reminder. 5. Click Create. […]