CMS Development

foodomarket
Member

Setting a Template to apply to New Accounts

Hello everyone,

I hope you're doing well.

When creating a new Hubspot account,  I need to set it manually. Is it possible to have a template l to apply to every new account ?

More specifically, I would need a template for the Contacts tab including the following features:

- Always the same columns for the dashbord (name, phone number, owner, e-mail,...)

- Always the same filter to apply when making a selection in CONTACTS

and for each contact file:

- Always the same Contact details (telephone, e-mail, last name, first name, lead status).

 

Thank you in advance.

Regards,

Vincent

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Anton
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Setting a Template to apply to New Accounts

Hi @foodomarket;

it should be possible. I think my colleague @Ogun-A can tell you more. He's working with those kind of data more frequently then i do. 

 

best,

Anton

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