Posts by Good Team
Learn How to Create Custom Properties in HubSpot (Video)
Learn how to create custom properties in HubSpot: Create custom properties by: Navigate to Settings > Properties > Create property. Fill in the required information: Select an object type and a group for your custom property, and click Next. Name your property, and click Next. Select the field type, click Next, and set any applicable…
Read MoreHow do you choose the right HubSpot Certified Solutions Partner for your business?
If you’ve landed on this article, chances are, you know that a HubSpot Certified Solutions Partner is the best way to get the most out of your HubSpot investment. But with so many options available, it can be challenging to know where to start. So, how do you choose the right Solutions Partner for your…
Read MoreUnlock the Benefits of a HubSpot Certified Solutions Partner
Unlock the Benefits of a HubSpot Certified Solutions Partner If you’ve made it to this article, you’ve probably heard of HubSpot and might even be a customer. Now, you might be wondering if the extra expense of a Solutions Partner would be worth it, especially since you’re already paying to use the platform. And since…
Read MoreHow to Create Hidden Fields in a HubSpot Form (Video)
Why create hidden fields in a HubSpot form? You should create hidden fields in a HubSpot form if you want to track or tag a customer that comes in with something very specific that you don’t want the customer to know that they are being tagged with. To do that go to: Navigate to Marketing…
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 Setup Internal Slack Notifications in HubSpot (Video)
Setup Internal Slack Notifications in HubSpot In this video, we will cover how to setup internal slack notifications in HubSpot, so you can get internal notifications as soon as they happen. Here are the steps: Navigate to Marketplaces > App Marketplace then search Slack and click Install app. Select the workspace you want to…
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: Navigate to Reporting > Goals > Create goal > Create from template…
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 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 MoreHow 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…
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