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David McMahon

David McMahon

I wrestle with marketing technology so you don't have to. In my spare time, I run a marketing group with 1100+ marketers helping each other to attract new customers and share ideas. You are welcome to connect with me here.

Okay, we are going to dig deeper into the HubSpot CRM contacts screen. Using Contacts you have the ablity to create your own custom views and share them with your team members.

By clicking on the add filter you can choice all of the different types of fields with HubSpot CRM or you can create your own fields.

Relate Article:  How To Use Free Offers To Sell More Using HubSpot CRM

Watch the HubSpot CRM trianing video you will learn you can 

  • Add a new contact by typing in their email address or name.
  • add extra properties, look at any deals that are associated with the contact and company record.
  • Add log activities such as, phone call, email, or even a meetings
  • Assign tasks to individual contact records 
  • and more

 

 

 

If you've got any questions or tips for inbound sales, please leave your questions in the comments below and one of our staff will get back to you as soon as possible.

 

Free hubspot demo request

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