In our last tutorial, you learned about the differences between a standard and a custom contact property in HubSpot. In today’s tutorial, @GeorgeBThomas will show you the steps you need to take to create that custom contact property in the first place. We are looking for blue buttons today, folks. Start by clicking the blue “Create property” button. Once you’re there, select the field type you want to …
The post How to create a new HubSpot custom contact property appeared first on The Sales Lion by Marcus Sheridan.
Category: Videos
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.
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.
How to tame your first HubSpot COS template design
How to tame your first HubSpot COS template design Do you need some help with your HubSpot COS template layout and design? Today’s tutorial with @GeorgeBThomas will talk you through headers, footers, padding, and everything else you need to think through in order to set up your first template. Starting in HubSpot’s Design-Builder, and using…
The post How to tame your first HubSpot COS template design appeared first on The Sales Lion by Marcus Sheridan.
How to Un-Index a Web Page From Search Engines Via a Robots.txt file
How to Un-Index a Web Page From Search Engines Via a Robots.txt file In this tutorial, @GeorgeBThomas will walk you through the steps to un-indexing a web page from search engines (Google, Bing, etc) using a robots.txt file. Maybe you want to make a thank you page unable to be searched for specifically, because you…
The post How to Un-Index a Web Page From Search Engines Via a Robots.txt file appeared first on The Sales Lion by Marcus Sheridan.
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.
How to use the Wistia Call To Action Tool
In this tutorial, @GeorgeBThomas will show you how to generate leads from your videos that are hosted on our favorite video platform, Wistia. Watch this video to learn how to create a lead generating Call to Action within your Wistia video.
The post How to use the Wistia Call To Action Tool appeared first on The Sales Lion by Marcus Sheridan.
What is and how to use Wistia Turnstiles
In this tutorial, @GeorgeBThomas will show you how use your videos as a lead generating opportunity using our favorite video platform, Wistia. Watch this video to learn how to use the Turnstile feature to add copy and an email address field to your video to generate leads right from your video.
The post What is and how to use Wistia Turnstiles appeared first on The Sales Lion by Marcus Sheridan.
Cleaning your HubSpot database with inactive website visitors
In this tutorial. @GeorgeBThomas is providing another tip to help you keep your contacts database in HubSpot clean and your subscription costs down. He will show you how to remove contacts that have not been to your website in a specific amount of time. Watch this video to learn how to setup this database cleaning trick.
The post Cleaning your HubSpot database with inactive website visitors appeared first on The Sales Lion by Marcus Sheridan.
Keeping your Wistia account organized with sections
In this tutorial, @GeorgeBThomas will give you a great tip about how to keep your videos organized in our favorite video platform, Wistia. Watch this video to learn how to create sections in Wistia to store related videos – much like folders in a file manager.
The post Keeping your Wistia account organized with sections appeared first on The Sales Lion by Marcus Sheridan.