Monday, 12 November 2018

Learn how HubSpot helps keep your team in sync

Hi Sandipan,

You and your co-workers are busy, we get it. That's why we've built features into your HubSpot account to make communication and information sharing easier for both you and your team.

number 1       Email logging.

When your inbox is connected you can easily choose to BCC an email to your HubSpot account or simply send it from the contact record within HubSpot.

Log in CRM.png

 

number 2       @ mentions.

Easily comment on any contact, company, or deal and use the @ to mention a colleague at which point they'll receive an email to indicating you mentioned them on a record.

Pinned Note.png

 

number 3       Pinning notes.

If you have an important note that you'd like all your colleagues to see if they view a particular contact, company or deal, simply pin the note so it's always visible.

Pinned Note2.png

 

number 4       Tasks board.

Easily manage your tasks within your HubSpot account and view your colleagues upcoming tasks as well.

Tasks-1.gif

Questions?  

If you have questions getting setup or are looking for best practice advice, stop by the HubSpot community which is staffed by HubSpot users, employees and partners.

Visit the Community

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