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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Cleaning your HubSpot contact database with no name properties

Cleaning your HubSpot contact database with no name properties In this tutorial, you will learn how to keep your HubSpot contacts clean and organized. Sometimes you have a bunch of leads that don’t have a first name or last name and you want to get rid of them. This is a tactic to use if…
The post Cleaning your HubSpot contact database with no name properties appeared first on The Sales Lion by Marcus Sheridan.

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HubSpot database cleanup with bounced email

HubSpot database cleanup with bounced email You don’t want to waste time and energy marketing to people who aren’t responding any more, so in today’s tutorial George B Thomas will show you how to clean up your database to filter out any bounced email addresses. You will actually create a new list to hold all…
The post HubSpot database cleanup with bounced email appeared first on The Sales Lion by Marcus Sheridan.

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HubSpot Call to Actions: How to add “TRUST” to them

HubSpot Call to Actions: How to add “TRUST” to them You’re using Calls-to-Action (CTAs), and now in this tutorial George B Thomas will help you add “trust” to them. A quick change to the settings of your CTA will build continuity, which will help your customers trust that they are staying on your company website…
The post HubSpot Call to Actions: How to add “TRUST” to them appeared first on The Sales Lion by Marcus Sheridan.

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Wistia Feature – Right click video and view in Wistia Portal

Wistia Features – Right click your video and view in Wistia Wistia has several wonderful features, including the ability to open videos with a few clicks. In this tutorial, George B Thomas will walk you through the process quickly and easily. Once you’ve got the video open in Wistia, any customization or changes are easy…
The post Wistia Feature – Right click video and view in Wistia Portal appeared first on The Sales Lion by Marcus Sheridan.

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HubSpot Contact Lists: How to make them work harder for you

Contact Lists: How to make them work harder for you You need to get your HubSpot Contact Lists to work hard so you don’t have to, right? In this tutorial, @GeorgeBThomas will show you how to do more with your contacts. By adjusting your settings, you can organize your contacts based on where they are…
The post HubSpot Contact Lists: How to make them work harder for you appeared first on The Sales Lion by Marcus Sheridan.

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HubSpot COS: Linking Your PDF and eBooks for Download

HubSpot COS: Linking Your PDF and eBooks for Download You have PDFs and eBooks to share with the world, and @GeorgeBThomas will show you how to link them in Hubspot. The process can be a little wonky, but here’s the trick: Use the “insert document” button. You could do the same thing in the File…
The post HubSpot COS: Linking Your PDF and eBooks for Download 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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