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Some common applications of hubspot lists include sending marketing emails, creating inactive contact records, assigning workflows, and creating advertising audiences. Set up saved views in hubspot. If you find yourself frequently applying the same filters to view certain contacts, Saved Views might be perfect for you. To create one, simply add the applicable filters and click Save View. This will then appear as a view option for future use without having to apply a separate filter each time. This is perfect for sales reps who manage a specific territory, view everyone pinned to a company, or view contacts who have given good feedback scores.

Customize your record view. When you view vnpay database a contact, company, or deal, important information appears on the left side of the About section. Not many people realize that this “About” section can be customized for each hubspot user. After all, what’s important to sales teams may not be important to marketers, and each user can customize what they see instead of a long list of default attributes. To do this, simply scroll to the bottom of the "About" section and click "View all properties." Once there, you can use the blue highlighted dots to reorder the properties, or use the x to delete properties.

Add more properties by searching for information in the search bar, hovering over the information you want to add, and clicking "Add to your view." The key to business growth. hubspot crm is an excellent tool for business success as it streamlines everything in the customer journey and ensures that wasted time is kept to a minimum. Now that you know how to get more from hubspot crm, why not leverage the world's largest professional website to generate leads for your crm? below to learn more.