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How To Easily Manage Your HubSpot Data (Step by Step Tutorial) [Video]

How To Easily Manage Your HubSpot Data (Step by Step Tutorial)

Get started with HubSpot Data Management now: https://clickhubspot.com/xf7

In this video, Kyle explains how you can use the datasets feature inside Operations Hub to make it easy for your team to create more granular reports faster. HubSpot comes standard with hundreds of reports that showcase the work your marketing, sales, and customer service teams are doing. If you ever need a report that doesn’t come standard, HubSpot custom report builder is a powerful tool that you can use to build pretty much any kind of report you want. The datasets tool inside Operations Hub Enterprise makes it easy to curate the data your teams need so that they can report quickly and easily.

đź“” Grow Your Career and Business with HubSpot Academy: https://clickhubspot.com/Popular-Courses

đź“” Favorite Free Certification Courses:
• Digital Marketing Certification:
https://clickhubspot.com/od6
• Social Media Marketing Course:
https://clickhubspot.com/Social-Media-Certification
• SEO Training Course:
https://clickhubspot.com/SEO-Training-Course
• Inbound Course: https://clickhubspot.com/Inbound-Certification
• Inbound Marketing Course:
https://clickhubspot.com/Inbound-Marketing-Certification
• Email Marketing Course:
https://clickhubspot.com/Email-Marketing-Certification
• Inbound Sales Course:
https://clickhubspot.com/Inbound-Sales-Certification
• Taking your Business Online Course:
https://clickhubspot.com/Business-Online

Video Chapters:
00:00 – Intro
00:15 – Custom Report Builder + Datasets
00:38 – Tutorial: Building a Custom Report
01:25 – Tutorial: Creating a Dataset
03:56 – Tutorial: Filtering Records & Wrap up
05:03 – Summary

About HubSpot:
HubSpot is a leading CRM platform that provides education, software, and support to help businesses grow better. The platform includes marketing, sales, service, and website management products that start free and scale to meet our customers’ needs at any stage of growth. Today, thousands of customers around the world use HubSpot’s powerful and easy-to-use tools and integrations to attract, engage, and delight customers.

âš  Disclaimer:
The videos on our YouTube channel are for informational purposes only, and are not intended as an endorsement for any of the products or services that we feature.

#HubSpot

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Entrepreneurship

Search Engine Rewind 2024 [Video]

You might be leaving thousands (or even millions) on the table. Let’s change that. Want my team of digital marketing professionals to do your marketing for you? Click here to get a strategy call: https://bit.ly/3UEbdb1Subscribe: https://goo.gl/ScRTwc to learn more secret SEO tips.Find me on Facebook: https://www.facebook.com/neilkpatel/Read more on my blog: https://neilpatel.com/blog

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Entrepreneurship

Build Your Own No-Code CRM with Google Sheets and Softr (Beginners Guide) [Video]

In this DIY CRM tutorial for beginners, I walk you through how to build your own custom and no-code CRM using Softr and Google Sheets.Softr is a powerful, no-code internal app and client portal platform that allows SME to build their own custom apps in minutes!Simply connect a database and start building your intuitive tools.This no-code app platform eliminates the need to use several standalone apps! Build all your business's required apps with Softr.âś… Get started with the Softr for free âžśhttps://www.softr.io/templates/sales-crm/?utm_source=stewart_gauld&utm_medium=influencer&utm_campaign=stewart_sales_crm_june_2024Use code STEWART1MONTH at the checkout and get 1 month of Softr's Professional plan for FREE!Thank you Softr for sponsoring this video and supporting our educational-based channel for people to enjoy our content for free! What do I like about Softr?- Build unlimited no-code tools and apps.- Visual app builder.- No-code or experience is required.- Connect your database in a few clicks.- Professional internal tool templates.- Extensive permission levels. Today we navigate through the below chapters for this Softr and Google Sheets CRM tutorial for beginners:0:00 Intro00:47 Getting started with Softr00:58 What is Softr and how does it work?02:29 No-code app templates03:40 Connect Google Sheets04:30 What is a CRM?04:51 Customize your home page07:25 CRM theme styles07:40 Manage users and user groups08:33 Google Sheets CRM database (template)09:40 App settings10:41 Customize CRM deals page11:37 Customize CRM sales stages in Google Sheets12:21 Mapping Google Sheets values (sales stages)13:30 Add new fields14:43 Add actions (buttons)15:42 Block styles and visibility16:27 Adding new blocks17:51 Preview feature19:52 Customising other CRM pages20:08 Adding filters21:08 Add new pages (form example)23:36 Publish CRM23:51 My final thoughts24:52 Outro Are you interested in joining our small business community?Join us to receive actionable tips, tutorials and tools to grow your small business online (Subscribe to our email list) or join our exclusive community here: https://mailchi.mp/71ac3fcdbfdf/stewart-gauldLet me know if you found this no-code CRM tutorial helpful. Also, if you require any help or support, make sure to get in touch with us today.Thanks for watching and enjoy!#softr #crm