RESOURCE TOPIC

Contacts – Free Preview

The CRM functions of HubSpot are the foundations that everything else is built upon. In this session we explore the contact record, searching contacts, navigation and an initial look at properties.

Properties are where the data is stored on your CRM contacts and customising these is a really important task. A bit of planning goes a long way with Properties.

Homework

Start considering the Properties you will need to hold the information about your contacts. From ‘address’ to ‘enquiry date’, and ‘interests’ to ‘date of birth’.