How to Input your account plan into HubSpot

Dan1 — Tue, 13 Oct 2020 13:36:35 GMT

Hi,

We speak with many fellow HubSpot customers who sell to large B2B customers and from time to time I ask the question "How do you input your account plans into HubSpot?"

I am interested in the answer, as we helped to create the free HubSpot Account Planning Template. The problem with the template is that it sits outside of the HubSpot account, as a a stand alone document.

The two main methods of input we hear back are the following:

Utilisting snippets (applicable to all users)
Using the team view (only available on the Sales Hub Enterprise plan).

So we created a video which shows you the two methods and will hopefully help you 🙂

https://www.youtube.com/watch?v=PWn0xh6PJuA&feature=youtu.be

Kind Regards,

Dan Currin

Co-Founder

OrgChartHub Ltd

GeoMapper

OrgChartHub & GeoMapper named in the Top 30 HubSpot Apps

Betreff: How to Input your account plan into HubSpot

JessicaH — Thu, 15 Oct 2020 08:09:59 GMT

Hi @Dan1, thanks for sharing!

Hi @shane99 @rjohnsonM3 @APCJon @mcarfagno, I wanted to bring this to your attention. It might be interesting for you.

Take care!

Jess

topic How to Input your account plan into HubSpot in Tips, Tricks & Best Practices

How to Input your account plan into HubSpot

Betreff: How to Input your account plan into HubSpot