Hi Thalita, good job in presenting clearly the concepts around creating deal records in Hubspot. I will recommend your channel to my team to reinforce their Hubspot training.
I want to congratulate you for the excellent video explanation. Although my English is rusty I could understand well, so congratulations for your dialectic. Clearly I can't fail to say that the quality of the video helps a lot in following the steps. Compliments. Robert
That would be through a list import, same thing as we do with contacts (see more here knowledge.hubspot.com/crm-setup/set-up-your-import-file) scroll down to where it says: deals spreadsheet
Thank please with regards to Saara as a contact I noticed here name and username are displaying her email address. Please can you let me know how I can stop with from happening with my sales staff.
if you import/add a contact without name, typically this will happen by default. You can manually change the name field, but to avoid headaches, make sure First Name is always a default field in your imports, forms, and when manually creating contacts
Love this video Thalita. Thank you.
Hi Thalita, good job in presenting clearly the concepts around creating deal records in Hubspot. I will recommend your channel to my team to reinforce their Hubspot training.
Thank you for your kind words and recommending my channel!
Great video! Deal stages are so valuable!!
Thanks, team!
I want to congratulate you for the excellent video explanation. Although my English is rusty I could understand well, so congratulations for your dialectic. Clearly I can't fail to say that the quality of the video helps a lot in following the steps. Compliments. Robert
Thank you very much!
✨👏🏼👏🏼👏🏼👏🏼👏🏼👏🏼👏🏼
Deal properties starts at 10:22
How do I bulk add deals into my sales pipeline? I'm on free plan.
That would be through a list import, same thing as we do with contacts (see more here knowledge.hubspot.com/crm-setup/set-up-your-import-file) scroll down to where it says: deals spreadsheet
I NEED HELP WITH THIS SYSTEM, DOD YOU KNOW SOMEONE WHO CAN GIVE ME THIS SERVICE?
Hey, if you need help with HubSpot, check out my courses www.thalitamilan.com/my-courses
Thank please with regards to Saara as a contact I noticed here name and username are displaying her email address.
Please can you let me know how I can stop with from happening with my sales staff.
if you import/add a contact without name, typically this will happen by default. You can manually change the name field, but to avoid headaches, make sure First Name is always a default field in your imports, forms, and when manually creating contacts