HubSpot CRM Review (2019) 🌟 Get HubSpot CRM Free 🌟 CRM Review

HubSpot CRM Review (2019) 🌟 Get HubSpot CRM Free 🌟 CRM Review


HubSpot CRM Review 2019 – Get HubSpot CRM Free – CRM Review
now HubSpot is split up into various
products the one I want to show you
today is a CRM so the CRM is a customer
relationship management tool how this
can help you is it will allow for you to
pretty much keep track of your contacts
right here you have a contacts link you
have of course the dashboard which we’re
looking at one of the first things
you’ll want to do is import some
contacts so you can do that with an
excel file through your dashboard the
other thing that is neat is once you get
some contacts in here which you can add
manually off the screen
to the right there is a button for
adding a contact you’ll see that when
you get in there and you can just go
ahead and put the email in there first
and last name in there right now we’ve
got a sample contact so let’s just open
up that record and have a look at what
your options are the reason why I want
to share this value with you is so that
you have a repository for all of your
contacts you may already be using a
certain tool and that’s great but I
wanted to make sure you knew about this
because it’s a free tool and promises to
always be free they have these other
products one of their while their main
product is their marketing automation
product so that’s where you would send
out emails and so forth
to your mailing list but a neat thing
about this tool here is you see that
there’s an email icon
in the contact record so if you click
email you have the sample contact here
you see that you can easily drop a quick
email to a one-off contact of yours and
that brings some great personal value I
think we would all agree so since this
is a short introduction to the tool
wanted to just make you aware of it
in there roll your sleeves up a little
bit it’s a free product import some
contacts or create manually some
contacts once you’re inside and just hit
the ground running like that and see how
it works for you definitely a great tool
to use you can use this along with some
of the other mailing list services such
as Aweber and MailChimp things like that
in the meantime like I said go ahead and
play with this tool perhaps put it into
play for your own business so that you
have a place to keep your contacts in a
way that you can easily reach them and
track different types of activities and
so forth
recently we looked at HubSpot CRM for
managing your contacts today we’re going
to look at the same tool but this time
we’re going to look at how you can add a
task to a contact record or for yourself
so all you need to do in order to do
that is click on tasks and you can click
on add a task right here we can just say
ok today I want to touch base with Brian
and we have a due date we can put a time
in there say 2:15 and then we can choose
a contact down here if we want alright
so I’m going to go ahead and type in
Brian’s name let’s click on that and
then save it now we have a task list it
up here to the top left you can see that
there are different views so if I click
on board we’ll see that I have a board
where I can move my tasks through these
various stages in progress waiting
completed deferred right and then on the
far left as well we have a table option
so this is just a different view a table
view and we can line up our tasks like
this let’s go back to the agenda view
just to show you that this has a check
mark option so if you click on the check
mark like a little to-do list it’ll draw
a line through that
so let’s look at a few more things if
you wanted to add a task to a contact
record click on contacts at the top left
here in the menu bar this will bring up
our list of contacts here I have my
sample contact let’s click on Brian’s
record and drill into this up at the top
we have created a test let’s click on
that go ahead and you would type in your
task here click Save and that’s another
way to add a task for yourself now let’s
go back once more to tasks and look at
the views here at the middle we have the
board view here’s the task that we just
added what’s cool about this is you see
that you have different stages and you
can left-click and drag that and keep
track of your tasks this way so keep
this in mind as you’re managing your
different contacts with your different
tasks and this is a quick free easy tool
for you to use
you
HubSpot CRM Review 2019 – Get HubSpot CRM Free – CRM Review
now HubSpot is split up into various
products the one I want to show you
today is a CRM so the CRM is a customer
relationship management tool how this
can help you is it will allow for you to
pretty much keep track of your contacts
right here you have a contacts link you
have of course the dashboard which we’re
looking at one of the first things
you’ll want to do is import some
contacts so you can do that with an
excel file through your dashboard the
other thing that is neat is once you get
some contacts in here which you can add
manually off the screen to the right
there is a button for adding a contact
you’ll see that when you get in there
and you can just go ahead and put the
email and their first and last name in
there right now we’ve got a sample
contact so let’s just open up that
record and have a look at what your
options are the reason why I want to
share this value with you is so that you
have a repository for all of your
contacts you may already be using a
certain tool and that’s great but I
wanted to make sure you knew about this
because it’s a free tool and promises to
always be free they have these other
products one of their while their main
product is their marketing automation
product so that’s where you would send
out emails and so forth
to your mailing list but a neat thing
about this tool here is you see that
there’s an email icon in the contact
record so if you click email you have
the sample contact here you see that you
can easily drop a quick email to a
one-off contact of yours and that brings
some great personal value I think we
would all agree so since this is a short
introduction to the tool wanted to just
make you aware of it get
their roll your sleeves up a little bit
it’s a free product import some contacts
or create manually some contacts once
you’re inside and just hit the ground
running like that and see how it works
for you definitely a great tool to use
you can use this along with some of the
other mailing list services such as
Aweber and MailChimp things like that in
the meantime like I said go ahead and
play with this tool perhaps put it into
play for your own business so that you
have a place to keep your contacts and a
way that you can easily reach them and
track different types of activities and
so forth
recently we looked at HubSpot CRM for
managing your contacts today we’re going
to look at the same tool but this time
we’re going to look at how you can add a
task to a contact record or for yourself
so all you need to do in order to do
that is click on tasks and you can click
on add a task right here we can just say
okay today I want to touch base with
Brian and we have a due date we can put
a time in there say 2:15 and then we can
choose a contact down here if we want
alright so I’m going to go ahead and
type in Brian’s name let’s click on that
and then save it now we have a task
listed up here to the top left you can
see that there are different views so if
I click on board we’ll see that I have a
board where I can move my tasks through
these various stages in progress waiting
completed deferred right and then on the
HubSpot CRM Review (2018) – Get HubSpot CRM Review
far left as well we have a table option
so this is just a different view a table
view and we can line up our tasks like
this let’s go back to the agenda view
just to show you that this has a check
mark option so if you click on the check
mark like a little to-do list it’ll draw
a line through that
so let’s look at a few more things if
you wanted to add a task to a contact
record click on contacts at the top left
here in the menu bar this will bring up
our list of contacts here I have my
sample contact let’s click on Brian’s
record and drill into this up at the top
we have created a task let’s click on
that go ahead and you would type in your
task here click save and that’s another
way to add a task for yourself now let’s
go back once more to tasks and look at
the views here at the middle we have the
board view here’s the task that we just
added what’s cool about this is you see
that you have different stages and you
can left-click and drag that and keep
track of your tasks this way so keep
HubSpot CRM Review 2019 – Get HubSpot CRM Free – CRM Review
this in mind as you’re managing your
different contacts with your different
tasks and this is a quick free easy tool
for you to use
you

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