How to Input your account plan into HubSpot

[Dan1]

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 🙂

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

Kind Regards, 

Dan Currin 

Co-Founder 

OrgChartHub Ltd 

GeoMapper

OrgChartHub & GeoMapper named in the Top 30 HubSpot Apps 

[JessicaH]

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