Mastering Contact Views: Boost Your Marketing & Sales Efficiency in HubSpot
Join Ian and Craig as they explore the potential of HubSpot's contact views.
Learn how to utilise views to optimize workflows, prioritize pipelines and maintain actionable data. This video includes the creation and sharing of custom views, with field selection tips.
Ideal for imminent deal closures or simply improved contact management.
Key Points:
👉🏻 Importance of using contact views in HubSpot
👉🏻 Creating and sharing custom views for marketing and sales
👉🏻 Cloning and saving views for efficiency
👉🏻 Utilizing views to keep data organized and focused
👉🏻 Example of a view to track deals closing next month
Welcome to HubShots - https://www.hubshots.com/
HubShots = HubSpot in the real world
Real world portals. No demo stuff.
LINKS:
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WHO WE ARE:
We're Ian Jacob and Craig Bailey, your hosts of HubShots.
HubShots is the downunder HubSpot focussed show for sales and marketing managers who use HubSpot.
Ian is CEO of Search and Be Found: https://www.searchandbefound.com.au/
Craig is CEO of XEN: https://www.xen.com.au/
GET IN TOUCH:
If you’d like to talk, we’d love to hear from you. Replying to Craig (when he sends the shownotes each week) is the quickest.
You can also connect with us personally on LinkedIn: / ianjacobau
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CLARIFICATION:
For the sake of clarity, please note this is an independent podcast – we are not affiliated with, nor officially endorsed by HubSpot. But having said that, we get lots of support and ‘encouragement’ from them – Brian Halligan is a fan!)
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