Tutorial Videos

custom properties in HubSpor

Learn How to Create Custom Properties in HubSpot (Video)

By Adrienne Huss | May 27, 2022

Learn how to create custom properties in HubSpot:     Create custom properties by: Click settings Click properties Create Property Select object type Select Group (internal info) Label lead source Add description (internal info) Add field type…

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HubSpot Snippets

How to Use HubSpot Snippets to Save Time (Video)

By Adrienne Huss | May 20, 2022

Learn how to create and use HubSpot snippets: What is a snippet? A snippet a time-saving hack. It’s a command that you set up that you can quickly access through emails, tickets, contact records, notes, etc. How…

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static and active lists in huubspot

Static and Active Lists in HubSpot | What is the Difference and How to Create Them (Video)

By Adrienne Huss | May 12, 2022

If you’re familiar with any CRM or email management system used for growth marketing, you’re probably familiar with lists. So what are static and active lists in HubSpot?   Lists are how HubSpot helps track your contacts.…

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How to Change your Default Home Page in HubSpot

By Adrienne Huss | April 11, 2022

Change your default home page in your HubSpot account. Why would you want to change it?   Let’s say that you’re a sales manager and when you go into HubSpot all you care about is Deals. Or…

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How to Create and Use Teams in HubSpot

By Adrienne Huss | April 11, 2022

How to Create and Use HubSpot Teams. Why would you want to create internal teams in HubSpot? It’s the best way to make sure no one is left out of a workflow within the company. It’s an…

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How to Round Robin in HubSpot

By Adrienne Huss | April 6, 2022

How to Round Robin (Rotate Contact Owner) in HubSpot   How to setup a contact rotation or round robin in HubSpot.   Some people call contact rotation a “round robin” to distribute leads evenly for anyone that needs…

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