How to Input your account plan into HubSpot

Highlighted
Esteemed Contributor

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 🙂

 

Youtube Thumbnail - Account template.png

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

 

Kind Regards, 

 

Dan Currin 

 

Co-Founder 
 
OrgChartHub & GeoMapper named in the Top 30 HubSpot Apps 
Dan1_0-1602595712260.png

 

CRM
1 Reply 1
Highlighted
Community Manager

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


We are excited to announce that the Community will be launching a weekly newsletter on November 2, 2020!
Sign up today!
0 Upvotes