In your Hub. Spot account, click the settings settings icon in the main navigation bar. In the left sidebar menu, navigate to Objects, then select Deals or Tickets. Click the Record customization tab. Depending on which object you want to edit, click Choose [deal/ticket] properties shown in board view.
Create a saved view . 1 In your Hub. Spot account, navigate to your contacts, companies, deals, or tickets. 2 For your deals or tickets home, ensure you’re in the table format. If you’re in the board format, click the list. View table icon in the upper left. 3 Next to the existing tabs, click Add view. In the dropdown menu, click Create new view.
While we were writing we ran into the question “How do I edit the report settings in HubSpot?”.
In your Hub. Spot account, navigate to Reports > Dashboards. Click the name of the current dashboard, and select the dashboard from the dropdown menu. Hover over the report you want to edit and click Report settings.
How do I create custom tickets and custom objects in HubSpot?
Tickets: In your Hub. Spot account, navigate to Service > Tickets. Custom objects: In your Hub. Spot account, navigate to Contacts > Contacts, then click the dropdown menu in the top left and select the name of the custom object. To create a new view with no filters set, click + Add view to the right of your tabs, then click Create new view.
How to add hubspot to outlook?
Install the Hub. Spot Sales Outlook desktop add-in
Run the Hub. Spot Sales for Outlook installer (setup. exe). If you come across any errors when installing the extension, refer to the installation troubleshooting guide for more information. When prompted, log in with your Hub. Spot Sales account credentials.
, the hub Spot Sales Outlook desktop add-in allows you to track and log emails and use some of the Hub. Spot sales tools directly in your email account. This add-in is for Windows only.
You may be asking “How do I integrate outlook with HubSpot?”
Compose a new email in Outlook and add a recipient. In the message ribbon, click Sales Tools > Snippets, then select a snippet. Click Manage snippets to go to your snippets dashboard in your Hub, and spot account .
This begs the query “How do I install the HubSpot Sales Office 365 add-in?”
One answer is that there are two ways to install the Hub. Spot Sales Office 365 add-in: You can install the Office 365 add-in individually in your account. Keep in mind that if you have multiple email accounts in Outlook, you have to install the add-in in each email account where you want to access the sales tools.
How do I log an email and add contacts to HubSpot?
To log an email and add new contacts to Hub. Spot from a logged email, the email address you send from in your email client must be one of the following: A user in your account. One of your connected email addresses.