How to Create a Ticket in HubSpot
How to Create a Ticket in HubSpot Updated on: Here’s a simple guide on how to create a ticket in HubSpot: 1. Go to Service → Tickets in the main navigation bar. 2. Click Create ticket in the upper right corner. 3. Fill in the details explaining the purpose of the ticket. 4. Click Create […]
How to Find VPs of Sales in SaaS Companies from LinkedIn
How to Find VPs of Sales in SaaS Companies from LinkedIn Updated on: Here’s a quick guide on how to find VPs of Sales in SaaS companies using LinkedIn: 1. Open Lead Filters. 2. Set Company headcount. 3. Choose Seniority level → VP. 4.Select Industry as Software Development. 5. Add Job Titles: “VP Sales” OR […]
How to Find CFOs in Mid-Market Companies from LinkedIn
How to Find CFOs in Mid-Market Companies from LinkedIn Updated on: Finding CFOs in mid-sized businesses is simple with LinkedIn. Here’s how: 1. Go to Lead Filters. 2. Select Company headcount. 3. Select Job Title: “Chief Financial Officer”. 4. Choose Seniority level. 5. Choose the Geography like country to narrow down your prospects. 6. Select […]
How to Generate the Embed Code for Meetings in HubSpot
How to Generate the Embed Code for Meetings in HubSpot Updated on: Need to share your HubSpot meeting link? Here’s how to generate the embed code: 1. Go to Sales – Meetings Scheduler in your HubSpot account. 2. Click Actions – Embed. 3. Choose Copy Link or Email Web Developer. 4. Copy or share the […]
How to Edit the Meeting Scheduler and Request in HubSpot
How to Edit the Meeting Scheduler and Request in HubSpot Updated on: Want to update your HubSpot meeting setup? Here’s how to edit the scheduler and request: 1. Go to Sales > Meetings Scheduler in your HubSpot account. 2. Click Edit. 3. Click the Troubleshoot button. 4. Select the time. 5. Update the details. Need […]
How to Export Contacts in HubSpot
How to Export Contacts in HubSpot Updated on: Want to export your HubSpot contacts? Here’s how to do it: 1. Go to CRM > Contacts . 2. Choose the format of the file. 3. Click Export . 4. Customize the export settings (Optional). 5. Click Export again to confirm. Need accurate B2B data? Get 200M+ […]
How to Clone a View in Contacts in HubSpot
How to Clone a View in Contacts in HubSpot Updated on: Want to duplicate a contacts view in HubSpot? Here’s how to clone it: 1. Go to CRM > Contacts . 2. Click Clone view. 3. Enter a new name for the view. 4. Confirm and save the cloned view. Need accurate B2B data? Get […]
How to Edit Contact Properties and Change Groups in HubSpot
How to Edit Contact Properties and Change Groups in HubSpot Updated on: Want to update contact properties or move them to a new group in HubSpot? Here’s how: 1. Go to CRM > Contacts. 2. Click Actions Edit properties. 3. Click the property field you want to change. 4. Open the all groups dropdown (or […]
How to Remove a Dashboard as Default in HubSpot
How to Remove a Dashboard as Default in HubSpot Updated on: Want to change your default HubSpot dashboard? Here’s how to remove it: 1.Click Reporting > Dashboards. 2. Click Actions. 3. Click on Remove as default. 4. Confirm and remove it as your default view. Need accurate B2B data? Get 200M+ verified leads today for […]
How to Set a Dashboard as Default in HubSpot
How to Set a Dashboard as Default 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 […]