How to make email templates public or private in the HubSpot CRM

How to make email templates public or private in the HubSpot CRM Do you want your email templates to be private? Public? It all depends on how you roll. In this tutorial, @GeorgeBThomas will show you how to make your email templates public or private in the HubSpot CRM. Start in the Sales Content section,…
The post How to make email templates public or private in the HubSpot CRM appeared first on The Sales Lion by Marcus Sheridan.

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How to speed up sales prospecting with the HubSpot CRM

In today’s tutorial, @GeorgeBThomas is going to save your sales team a ton of time. Collecting information about prospects can be time-consuming, but using the HubSpot CRM there is a great shortcut. If you were doing this old-school style, you would look at the companies that were visiting your site, click on each link, go out to their site and try to find the information you need. If you want to do it the MAGIC way, click on any of the white space and you will open a hidden drawer! Then you will see all the information in the database, all in one spot, ready and waiting for you. There is tons of information at your fingertips, already waiting in the HubSpot CRM. How are you going to use it? Until next time: Happy learning.
The post How to speed up sales prospecting with the HubSpot CRM appeared first on The Sales Lion by Marcus Sheridan.

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How to export prospects from your HubSpot CRM to an Excel spreadsheet

How to export prospects from your HubSpot CRM to an Excel spreadsheet You asked the question, and we are here with the answers. In this tutorial, @GeorgeBThomas will show you how to export prospects from your HubSpot CRM like a boss! Starting in the HubSpot CRM Dashboard, you don’t have the option to just export…
The post How to export prospects from your HubSpot CRM to an Excel spreadsheet appeared first on The Sales Lion by Marcus Sheridan.

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How do I create a new task in the HubSpot CRM

How do I create a new task in the HubSpot CRM In this tutorial, @GeorgeBThomas shows you how to stay on top of tasks that you need to do when managing your sales leads. The Tasks tool in the HubSpot CRM will allow you to schedule and manage tasks. Watch this video to learn how…
The post How do I create a new task in the HubSpot CRM appeared first on The Sales Lion by Marcus Sheridan.

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How do I BCC or CC in my HubSpot CRM

How do I auto add companies to my HubSpot CRM In this tutorial, @GeorgeBThomas will show you how to copy or blind copy multiple email addresses when sending an email from the HubSpot CRM tool. This functionality was not available in the first release of the CRM, but is now a feature of the email…
The post How do I BCC or CC in my HubSpot CRM appeared first on The Sales Lion by Marcus Sheridan.

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How to add an auto signature to your HubSpot CRM

How to add an auto signature to your HubSpot CRM We’re going to get small today, HubSpotters. In this tutorial, George B Thomas will show you how to look at the small things in the HubSpot Email tool. Spend a few minutes setting up your auto signature, and you can save yourself from typing your…
The post How to add an auto signature to your HubSpot CRM appeared first on The Sales Lion by Marcus Sheridan.

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How do I add companies to my HubSpot CRM

How do I add companies to my HubSpot CRM If you’re just getting started with your HubSpot CRM, then knowing how to automatically add companies is pretty important. In this tutorial, George B Thomas is here to help. When you click on the “companies” tab, you get the option to let HubSpot find companies within…
The post How do I add companies to my HubSpot CRM appeared first on The Sales Lion by Marcus Sheridan.

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HubSpot CRM – Set user Permissions for your Sales Team

HubSpot CRM – Set user Permissions for your Sales Team It’s a beautiful day in the neighborhood, Happy HubSpotters! Today, let’s talk about how to set user permissions for your sales team using the HubSpot CRM. In this tutorial, @GeorgeBThomas will walk you through changing settings for all your users. The HubSpot CRM will allow…
The post HubSpot CRM – Set user Permissions for your Sales Team appeared first on The Sales Lion by Marcus Sheridan.

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How do I create email templates in the HubSpot CRM

How do I create email templates in the HubSpot CRM Creating email templates in the HubSpot CRM is a little tricky, but so easy to do once you’ve seen @GeorgeBThomas’s tutorial. To get started, you have to click on an individual contact, click email, and THEN you’ll be ready to set up the template. Once…
The post How do I create email templates in the HubSpot CRM appeared first on The Sales Lion by Marcus Sheridan.

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