Your Guide to HubSpot's CRM

Whether you're new to our team, or need help maximizing the platform, here you will find all the information you need to succeed.

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Campaigns: Performance & Assets
By Megan B On November 22, 2021

Campaigns: Performance & Assets

When seller marketing campaigns are assembled - whether internally by the marketing team or through our agency - the campaign...


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Tags: Insider, tracking, View All,

Using Documents in Emails & Sequences

HubSpot's Documents feature allows you to embed attachments directly within the email content. You can build a personal library...


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Tags: customizations, tracking, create,

MQL & Day-to-Day Management Dashboard

Listening to the various members of the Sales team, it became clear a unified and uniformed dashboard needed to be created to...


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Tags: tracking, organizing, View All

Creating a HubSpot email signature

When sending emails out of HubSpot, either through the contact records, sequencing, or when marketing conducts mass emails on...


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Tags: setup, outlook, customizations,

Understanding Email Open & Click Tracking

When you send a tracked email from your email inbox using the HubSpot Sales Office 365 add-in, or if you send a one-to-one email...


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Tags: outlook, tracking, email,