How to Input your account plan into HubSpot
2 weeks ago - last edited 2 weeks ago
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 🙂