Session #1: Thursday, November 4, 2021
- Fundamentals (Buyer Persona, Buyer Journey, Contact Record, Custom Properties in CRM)
- Recording:
https://drive.google.com/file/d/1tzg1YtS46RGF1op0RtzQSfT1xb9qqPJD/preview
Session Description: Welcome to the first session of Learn with the Experts. In this session, we will explain the concepts of Buyer Persona (Buyer Profile) and Buyer Journey (Customer Journey). We will also cover objects within HubSpot, how to create contacts, and how to use properties, including the Lifecycle Stage property. Finally, we will explain what Pipelines are and how to manage them.
Additional Resources:
- What are buyer personas and how to create them [Free Templates]
- Free templates for creating Buyer Personas
- Buyer Journey Template
- Getting Started with Objects
- Manually create contacts, companies, deals, or tickets
- Import contacts, companies, deals, tickets, products, or notes
- Using Lifecycle Stages
- Manage your properties
- Property field types in HubSpot
- Create and customize saved filters
- Set up deal pipelines