Posts by Adrienne Huss
How to Add a Birthday Field in HubSpot (Date Picker Custom Property) [Video]
How to Add a Birthday Field in HubSpot (Date Picker Custom Property) In this tutorial, you’ll learn how to create a custom property so you can auto populate birthdays into workflows or emails. If you’re not familiar with custom properties, here’s an in-depth article. Now HubSpot has a Birthday property already, but it isn’t a…
Read MoreHow to Set Default Properties for Contact Records in HubSpot (Video)
How to Set Default Properties for Contact Records in HubSpot If you constantly work within contact (or any object) records, this is a must-do. You can edit the panels to show the properties that you need to see. Don’t care about their phone number? You can remove that. Want to create and set default properties…
Read MoreWhat is Inbound Sales?
Say goodbye to pushy sales techniques and hello to inbound sales. Why? Because sales and marketing have changed significantly over the years and continue to evolve, buyers now have more power and access to information than ever before. What does that mean for the world of sales? That means that Salespeople…
Read MoreHow to do Keyword Research in HubSpot
How to do Keyword Research in HubSpot You may not realize you can do keyword research in HubSpot. That’s right, there is a tool build right in the software to help you make sense of search volume, trending keywords, as well as inspiration on other keywords that are trending. There’s actually a whole HubSpot Academy…
Read MoreHow to Organize and Track Keywords in HubSpot
Organize and Track your Keywords in HubSpot So now that you have a list of keywords that you want to target, it’s time to organize and track keywords in HubSpot. If you’re already using HubSpot, this is a no-brainer. Use the SEO tool in HubSpot to organize them into topic clusters. Here’s a video on…
Read MoreHubSpot Onboarding with Good Team
Download your FREE Onboarding Checklist HubSpot onboarding. If you’ve landed on this article, you probably already know a bit about HubSpot and what it could do for your business (If not, check out our Guide to HubSpot in plain English). And you might have even decided that you want to get…
Read MoreHow to Create a Deal in HubSpot
How to Create a Deal in HubSpot It may seem like a simple task to understand, how to create a deal in HubSpot, but if you’re new to the CRM all those words come across as overwhelming. I can still remember the first time I logged into HubSpot, I was so confused by deals, activity…
Read MoreHow to View Activity on a Contact Record in HubSpot (Video)
Learn How to View Activity on a Contact Record in HubSpot If you find that you are in a contact (or any object) record and can’t view activity on a contact record we made this video to show you how to filter the activity. Just want to see website visits? Or may you only want…
Read MoreHow to Create and Track Sales Goals in HubSpot (Video)
Learn how to create and track sales goals in HubSpot Why would you want to use the goals feature in HubSpot? To track or collect information on personal goals or on sales rep goals internally. How to track supplemental goals by user: Settings Tracking & Analytics Supplemental Goals Create Choose Type of Goal Choose…
Read MoreThe Complete SEO Checklist [ft. HubSpot]
Download The Complete SEO Checklist [ft. HubSpot] Do you want more free traffic to your website but don’t know where to start? Then this complete SEO checklist is for you. The best part? If you follow this list, you’ll see results no matter your experience level. What this checklist will cover:…
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