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Companies
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- A guide to the target accounts index page
- Add a parent or child company to an existing company record
- Add additional domain names to a company record
- Assign ownership of records
- Associate activities with records
- Associate records
- Automatically create and associate companies with contacts
- Automatically set and sync record lifecycle stages
- Bulk edit records
- Change or remove a record's image
- Create and customize lifecycle stages
- Create and edit properties
- Create calculation properties
- Create companies
- Customize the create record form for each object
- Deduplicate records in HubSpot
- Delete CRM records
- Differences between saved views, active lists, and static lists
- Edit a property value for a record
- Edit, delete, or comment on an activity
- Export your records
- Filter specific activities on a record timeline
- Follow a record
- HubSpot Insights on company information
- HubSpot's default company properties
- Import data to checkbox properties
- Import records and activities
- Manually log an activity on a record
- Pin an activity on a record
- Property field types in HubSpot
- Property value is underlined in red
- Repeat a past import
- Restore deleted records
- Review and troubleshoot import errors
- Search your CRM
- Select properties to show on record association cards
- Set up your import files
- Sync ownership between contacts and companies
- Use the data quality command center
- View a record's property history
- View and analyze past imports
- View and customize record overviews
- View and edit individual records
- View and edit records in the HubSpot mobile app
- View and filter records on an object index page
Contacts
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- Add an email signature in the CRM
- Add and remove attachments from records
- Add multiple email addresses to a contact
- Assign ownership of records
- Associate activities with records
- Associate records
- Automatically create and associate companies with contacts
- Automatically populate contact properties with HubSpot AI
- Automatically set and sync record lifecycle stages
- Bulk edit records
- Change or remove a record's image
- Check if a contact opted out of all communication
- Create and customize lifecycle stages
- Create and edit personas
- Create and edit properties
- Create calculation properties
- Create contacts
- Create translations for your email subscription types
- Customize the create record form for each object
- Deduplicate records in HubSpot
- Default marketing statuses for newly created contacts
- Delete contacts who no longer receive your marketing emails
- Delete CRM records
- Determine likelihood to close with predictive lead scoring
- Differences between saved views, active lists, and static lists
- Edit a property value for a record
- Edit, delete, or comment on an activity
- Export contact data
- Export your records
- Filter specific activities on a record timeline
- Follow a record
- HubSpot's default contact properties
- Import an opt-out list
- Import contacts on the HubSpot mobile app
- Import data to checkbox properties
- Import records and activities
- Limit access to your HubSpot assets
- Manage contact property formatting issues
- Manage your contacts' email subscriptions
- Manage your records in Slack
- Manually log an activity on a record
- Mention a user in HubSpot
- Merge records
- Pin an activity on a record
- Property field types in HubSpot
- Property value is underlined in red
- Repeat a past import
- Restore deleted records
- Review and troubleshoot import errors
- Search within your HubSpot account
- Search your CRM
- Select properties to show in the About section on a record
- Select properties to show on record association cards
- Set contacts as marketing
- Set contacts as non-marketing
- Set up score properties to qualify contacts, companies, and deals
- Set up your import files
- Sync contacts to other apps
- Sync ownership between contacts and companies
- Understand marketing contacts
- Understand Original and Latest source properties
- Update and filter contacts using source properties
- Update the lead source property
- Update the lifecycle stage of contacts or companies in bulk
- Use lifecycle stages
- Use the data quality command center
- View a record's property history
- View and analyze past imports
- View and customize record overviews
- View and edit individual records
- View and edit records in the HubSpot mobile app
- View and filter records on an object index page
- Warning: 'Some of this contact's activity has been excluded based on their IP address.'
CRM Setup
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- Assign ownership of records
- Associate activities with records
- Associate records
- Automatically create and associate companies with contacts
- Automatically set and sync record lifecycle stages
- Bulk edit records
- Create and customize lifecycle stages
- Create and edit custom objects
- Create and edit properties
- Create and use association labels
- Create and use custom object pipelines
- Create calculation properties
- Create custom object records
- Customize the board view for deals, tickets, and custom objects
- Customize the create record form for each object
- Customize the properties in the left sidebar of records
- Customize the right sidebar of records
- Deduplicate records in HubSpot
- Edit a property value for a record
- Edit, delete, or comment on an activity
- Export your records
- Filter specific activities on a record timeline
- Follow a record
- HubSpot's change sources in property history
- Import data to checkbox properties
- Import records and activities
- Limit access to your HubSpot assets
- Manage contact property formatting issues
- Manage deals, tickets, and custom object records in board view
- Manage enumeration property options
- Mention a user in HubSpot
- Organize, delete, and export properties
- Prioritize deals and tickets in views with colored object tags
- Property value is underlined in red
- Repeat a past import
- Resolve invalid filter errors
- Restore deleted activity in a record
- Review and troubleshoot import errors
- Search your CRM
- Select properties to show on record association cards
- Set default object views for new users
- Set up account-based marketing in HubSpot
- Set up score properties to qualify contacts, companies, and deals
- Set up your import files
- Set validation rules for a property
- Sync ownership between contacts and companies
- Understand HubSpot's CRM migration process
- Use the data quality command center
- View a log of exports in your account
- View a record's property history
- View and analyze past imports
- View and customize record overviews
- View and filter records on an object index page
- View the history of an activity on a record timeline
Deals
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- Add collaborators to a deal
- Assign ownership of records
- Associate activities with records
- Associate records
- Automate tasks on deal stages
- Automatically set and sync record lifecycle stages
- Bulk edit records
- Change or remove a record's image
- Create and edit properties
- Create calculation properties
- Create deals
- Customize deal and ticket board properties (BETA)
- Customize the board view for deals, tickets, and custom objects
- Customize the create record form for each object
- Deduplicate records in HubSpot
- Delete CRM records
- Differences between saved views, active lists, and static lists
- Edit a property value for a record
- Edit price and term details in the line items editor
- Edit, delete, or comment on an activity
- Export your records
- Filter specific activities on a record timeline
- Follow a record
- HubSpot's default deal properties
- Import data to checkbox properties
- Import records and activities
- Manage deals, tickets, and custom object records in board view
- Manually log an activity on a record
- Move a deal from one pipeline to another
- Pin an activity on a record
- Prioritize deals and tickets in views with colored object tags
- Property field types in HubSpot
- Property value is underlined in red
- Repeat a past import
- Restore deleted records
- Review and troubleshoot import errors
- Search your CRM
- Select properties to show on record association cards
- Set up and customize your deal pipelines and deal stages
- Set up your import files
- Split deal credit among users
- Track inactive deals and tickets (BETA)
- Track recurring revenue in HubSpot
- Use the data quality command center
- View a record's property history
- View and analyze past imports
- View and customize record overviews
- View and edit individual records
- View and edit records in the HubSpot mobile app
- View and filter records on an object index page
Tasks
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- Create tasks
- Export tasks
- Manage your records in Slack
- Receive a summary of your tasks every weekday
- Sync tasks to your Google or Outlook Calendar
- Understand your task performance
- Use task queues
- Use tasks in the HubSpot mobile app
- Use the prospecting workspace (BETA)
- View, complete, edit, or delete tasks