Corso Managing Properties in HubSpot

Abstract

Course delivered in English
Lessons: 5
Level: Beginners
Access: Free Online Course (Audit)

Course info: Master data entry in your HubSpot CRM: In this lesson, learn how to manage properties for your various CRM records

  • Why is property management important for your business? - 1 minute
  • How do you manage properties in HubSpot? - 3 minutes
  • How to create custom properties in HubSpot - 2 minutes
  • Customize properties in the “About” section of a HubSpot contact record - 2 minutes
  • Customize properties when creating records in HubSpot - 2 minutes

Resources:

Knowledge base: Create custom property groups (https://knowledge.hubspot.com/crm-setup/manage-your-properties)

Struttura del corso

This Course is managed by our partner Hubspot. In order to tackle it you will be required to unrole onto Hubspot Academy Platform, where you will be able to find this and many other courses and Certifications. 

Be aware, Hubspot Courses (unlike Certifications) do not issue a certification document, therefore do not expect one on this particular course. Once you have finished the course, go back to the course page in Guilds42, take a screenshot as proof of completion and upload it (jpg / png / pdf). Your document will be evaluated and if appropriate and verifiable, you will find this certification validated in the dashboard.

Be Advised: during the unroling process you might be prompted a Company domani and the name of the Company. Please enter guilds42.com e Guilds42 when asked.

CRM & Sales
Corso aperto dal 12/11/2020
Durata 1

Questo corso include: