Creating a note on HubSpot CRM Desktop Examples | Page Flows (video & 15 screenshots)

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HubSpot CRM is a user-friendly platform designed to streamline customer relationship management for businesses of all sizes. It offers tools for tracking and managing leads, automating workflows, and analyzing sales performance, all within a single interface. With its seamless integrations and robust reporting capabilities, HubSpot CRM helps teams optimize customer interactions and drive growth.

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In this video

00:01 Home
00:03 Create note
00:05 Add note
00:18 Tag people
00:25 Set date
00:33 Add company details
00:38 Upload photo
00:42 Select photo
00:51 Created
00:56 Menu
00:59 Tasks

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Creating a note 15 Screens

Creating a note screenshot

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Home

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Create note

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Add note

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Tag people

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Creating a note screenshot

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Set date

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Creating a note screenshot

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Add company details

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Creating a note screenshot

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Upload photo

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Select photo

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Creating a note screenshot

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Created

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Menu

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Tasks

Commenting 6 Screens

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Task

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Add comment

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Tag people

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Settings 14 Screens

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Menu

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Settings

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Notifications

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Comments

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Contacts

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Conversations

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Deals

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Tasks

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Dark mode

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Resetting password 9 Screens

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Login

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Enter email

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Forgot password

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Reset password

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Check inbox

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Enter password

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Account

Logging out 5 Screens

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Account

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Login

Filtering and sorting 10 Screens

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Contacts

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Filters

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Filtered results

Searching 8 Screens

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Search

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Search

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No search results

Adding a contact 10 Screens

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Home

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Create contact

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Enter email

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Enter name

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Add job title

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Select stage

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Set status

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Contact created

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Contact details

Help center 14 Screens

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Help center article

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Feedback

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Chat bot

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Add message

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Onboarding 13 Screens

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App store listing

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Splash screen

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Welcome slides

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Enter name

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Check inbox

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Enable notifications

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Account

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Sharing 7 Screens

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Contacts

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Contact details

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Share

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Creating a ticket 17 Screens

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Create ticket

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Enter name

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Pipeline

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Set status

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Add description

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Select source

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Set owner

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Set date

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Ticket created

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Menu

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Tickets

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Details

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Deleting your account 7 Screens

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Navigation menu

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Account

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Delete account

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Enter email

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Confirm delete

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Account deleted

Logging in 8 Screens

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Login

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Enter email

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Enter password

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Log in

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Home

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Menu

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Account

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Home

Creating a deal 18 Screens

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Home

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Add deal

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Enter name

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Pipeline

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Select stage

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Set amount

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Set date

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Creating a deal screenshot

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Select type

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Set priority

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Creating a deal screenshot

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Save

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Created

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Menu

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Deals

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Sort

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Deal details

General browsing 38 Screens

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Tasks

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Task details

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Edit task details

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Tasks

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Home

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Add deal

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Deal details

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Home

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Menu

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Account

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Contacts

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Contact details

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Task details

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More

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Schedule meeting

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Action menu

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Tickets

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Details

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Create task

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Task details

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Activity feed

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Inbox

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View

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Set status

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Settings

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Notifications

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Conversations

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Home

Analytics/Stats 5 Screens

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Dashboard

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Select dashboard

Creating a company 14 Screens

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Home

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Enter name

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Enter company name

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Select industry

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Select type

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Address Details

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Revenue stats

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Created

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Companies

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Company details

Creating a task 21 Screens

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Home

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Create task

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Add title

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Add note

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Select type

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Set due date

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Set reminder

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Queue

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Set priority

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Assign

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Add contact

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Creating a task screenshot

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Menu

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Tasks

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Task details

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Edit

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Delete

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Deleted

Giving feedback 9 Screens

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Help menu

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Feedback

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Send feedback

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Sending

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Sent

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