Hello, I’m trying to get set up on hubspot, essentially I want to name projects and attach contact information and set reminders etc. But am struggling with how to make this happen. Can anyone help me please?
Hi @SteveRoche,
If you want to become more familiar with HubSpot Sales Software, I’d recommend starting with this free certification course: https://academy.hubspot.com/courses/hubspot-sales-software
Regarding your questions, HubSpot doesn’t have an object for customer projects (objects are contacts, companies, deals, tickets). If projects are related to one contact or one company only, you could store project information in a custom property on a contact-level or a company-level: Create and edit properties
(If you’re referring to projects as deals, deal creation is explained here: Create deals)
If I understand your second question correctly, you want to edit contact information which HubSpot refers to as editing property values for a record, more info on that here: Edit a property value for a record
To set reminders, you would use tasks in HubSpot. You can create these in your tasks home or from a (contact) record: Create tasks
Hope this helps!