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CRM on HubSpot CRM video screenshot
CRM on HubSpot CRM
    • 00:00
    • Select a contact
      To get started with managing a contact, we select one from the list of contacts.
    • 00:03
    • Contact details
      On the contact details page, we can access the contact's details, update them, and perform various actions.
    • 00:06
    • Add a note
    • 00:15
    • View contact emails
      Here you can connect your email account to view emails exchanged with yourself and the contact.
    • 00:17
    • Call
    • 00:20
    • Log activity
    • 00:36
    • Create a task
      Here you can create a task related to the contact.

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Video uploaded: 1 year, 9 months ago